News, Events and Insights

On Monday, April 27, Dale Crossley appeared on Fox 35 and discussed the impact of the COVID-19 pandemic on retirement planning.
On Monday, April 6, CrossleyShear's Evan Shear appeared on Fox 35 and discussed the benefits of making a budget during this time of economic uncertainty.
On Friday, March 28, CrossleyShear's Evan Shear appeared on Fox 35 and discussed continued market fluctuations as well as the economic outlook for the coming months.
On Friday, March 13th, both Dale Crossley and Evan Shear were quoted in a WFTV9 article about how the coronavirus is affecting the Florida economy.
On Friday, February 28, CrossleyShear’s Dale Crossley appeared on Fox 35 and discussed market volatility amid growing fears over the continued spread of the coronavirus.   Any opinions are those of Dale Crossley and not necessarily those of Raymond James. Investing involves risk and you may incur a profit or loss regardless of strategy selected. […]
On Monday, February 17th, CrossleyShear’s Evan Shear talks to FOX 35 News about getting out of debt. Any opinions are those of Evan Shear and not necessarily those of Raymond James.
HEATHROW/MERRITT ISLAND, FLORIDA, February 18, 2020 – CrossleyShear Wealth Management (CrossleyShear), a team of financial planning and wealth management advisors, announced today that founding partner of the practice and branch manager for Raymond James, Evan Shear, has been named to Forbes Magazine’s prestigious list of America’s Best-in-State Wealth Advisors. The list, which recognizes advisors from […]
ThinkAdvisor, a leading information provider for registered investment advisors and financial advisors, recently interviewed CSsports’ Evan Shear about the Seattle Seahawks’ Marshawn Lynch’s insightful advice...
HEATHROW/MERRITT ISLAND, FLORIDA, December 17, 2019 – CrossleyShear Wealth Management (CrossleyShear), a premier financial services and investment company based in Merritt Island and Heathrow, Florida, announced today that Carrie Barnes, AAMS®, Financial Advisor, successfully completed the Raymond James Advisor Mastery Program (AMP). Developed by Raymond James, the AMP provides a holistic curriculum focused on an […]
Dear Valued Clients and Friends, As we take time to reflect on the year, spend time with loved ones and enjoy the season of good cheer, the team at CrossleyShear Wealth Management would like to wish you a wonderful holiday season. Thank you for your business and for placing your trust and confidence in us. […]
On Thanksgiving, CrossleyShear’s Evan Shear made a guest appearance on a Fox 35 story raising awareness of holiday shopping scams. He briefly shared valuable advice on ways to safeguard yourself against credit card fraud and online hackers. Any opinions are those of Evan Shear and not necessarily those of Raymond James.
HEATHROW/MERRITT ISLAND, FLORIDA, December 2, 2019 – CrossleyShear Wealth Management (CrossleyShear), a premier financial services and investment company based in Merritt Island and Heathrow, Florida, announced today that they were recognized on the Orlando Business Journal (OBJ) List of Top Philanthropic Companies and Organizations for the third consecutive year. The list highlights the many corporate-sanctioned […]
On Tuesday, November 19th, CrossleyShear’s Evan Shear appeared again as a guest on Fox 35. Evan discussed holiday shopping and provided insights on how to save money and avoid overspending. Any opinions are those of Evan Shear and not necessarily those of Raymond James.
HEATHROW/MERRITT ISLAND, FLORIDA, October 28, 2019 – CrossleyShear Wealth Management (CrossleyShear), a premier financial services and investment company based in Merritt Island and Heathrow, Florida, announced today that W. Dale Crossley, JD, Financial Planner, was recently named a member of Raymond James Financial Services’ 2020 Chairman’s Council.* Chairman’s Council honors are presented only to those […]
CrossleyShear’s own Evan Shear appeared on Fox 35 on Tuesday, October 15th. Evan provided insights and thoughts on allowance for kids and good practices for educating children on the value of money.  He also shared his personal experiences helping his own children manage their money and spending.
Recognition follows recent launch of the practice’s CSsports division HEATHROW/MERRITT ISLAND, FLORIDA, March 13, 2019 – CrossleyShear Wealth Management (CrossleyShear), a team of financial planning and wealth management advisors, announced today that founding partner of the practice and branch manager for Raymond James, Evan Shear, has been formally recognized by the National Football League Players […]
HEATHROW/MERRITT ISLAND, FLORIDA, March 7, 2019 – CrossleyShear Wealth Management (CrossleyShear), a team of financial planning and wealth management advisors, recently announced that founding partner of the practice and branch manager for Raymond James, Evan Shear, has been named to Forbes Magazine’s prestigious list of Forbes’ Best-in-State Wealth Advisors for a second consecutive year. “This […]
HEATHROW/MERRITT ISLAND, FLORIDA, February 27, 2019 – CrossleyShear Wealth Management, who’s team offers financial planning and wealth management, will be hosting their annual Shred n’ Que at the Merritt Island location. Clean out your cabinets an drawers of those old documents and bring them to be safely shredded, on site by the professionals of Shred […]
HEATHROW/MERRITT ISLAND, FLORIDA, February 5, 2019 – CrossleyShear Wealth Management (CrossleyShear), one of the nation’s leading financial planning and wealth management practices, announced today the launch of CSsports. As a new division of the CrossleyShear parent brand, CSsports will focus exclusively on the complex financial management needs of athletes, coaches and related occupations in the […]
Dear Valued Clients and Friends, During this holiday season, as we take time to reflect on the year, spend time with loved ones and enjoy the season of good cheer, the team at CrossleyShear Wealth Management would like to wish you a wonderful holiday season, thank you for your business and for placing your trust […]
Just a few months ago everyone wanted to plow into stocks, all stocks, especially tech stocks. Then something very normal happened…we had a correction. A correction is a pullback usually around 10% from market highs. Just a few weeks earlier we hit new all-time highs. So what has changed? Not much. A correction happens every […]
Raymond James is not affiliated and does not endorse For a Day foundation.
HEATHROW/MERRITT ISLAND, FLORIDA, September 26, 2018 –  We are pleased to announce CrossleyShear’s participation in Raymond James Cares, a corporate community involvement initiative during the month of August, that encourages advisors and associates to make a difference in their communities. While CrossleyShear participates in community services and charitable giving throughout the year, we are proud […]
HEATHROW/MERRITT ISLAND, FLORIDA, June 13, 2018 – CrossleyShear Wealth Management (CrossleyShear), a team of advisors who offer premier financial planning and wealth management services, officially announced today the completion of a corporate-wide rebranding effort. The launch is the culmination of a fourteen-month project dedicated to creating a corporate brand identity that mirrors the company’s culture, […]

Find us on Facebook