News, Events and Insights

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 giving and volunteer programs that stand out in the community by businesses with a physical presence or office in metro
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 financial advisors who have demonstrated an unparalleled commitment to personal service and professional integrity. Members of the Chairman’s Council represent
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.

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