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HEATHROW & MERRITT ISLAND, Fla. – September 29, 2021 – ( Newswire.com )
CrossleyShear Wealth Management (CrossleyShear), a team of premier financial planning and wealth management advisors, announced today that the practice and co-founders Evan Shear and Dale Crossley have been featured in Aspioneer Magazine’s Leading Asset and Wealth Management Companies edition. Aspioneer Magazine is a publication that covers a broad range of topics in a vast number of sectors, including the economy, environment and business. The magazine frequently showcases industry leaders who have demonstrated exceptional success growing their business through unwavering knowledge and expertise and a commitment to customer-centric culture. Crossley and Shear were interviewed as part of a feature story that appears in their September edition.
“We’re proud of the entire CrossleyShear Wealth Management team for this acknowledgment,” stated Evan Shear, Co-Founder and Branch Manager of CrossleyShear Wealth Management, and CERTIFIED FINANCIAL PLANNER™ professional. “Our team is passionately focused on providing the very best in financial planning expertise, coupled with the utmost in client-centric care. The feature article simply validates the hard work and commitment our team delivers on a daily basis to our clients.” Dale Crossley, JD, Co-Founder of CrossleyShear Wealth Management, Branch Manager and Financial Planner – RJFS adds, “At the very core of our mission is helping our clients through the ups and downs in life with a sense of confidence. Each and every one of our team members contributes to that vital effort. We understand the important role we play in our clients’ lives and helping them achieve their financial goals. It’s a role we embrace each and every day.”
To view the article and feature story, visit aspioneer.com/crossleyshear-wealth-management-helping-clients-achieve-their-financial-goals-no-matter-where-life-takes-them. You can also learn more about CrossleyShear Wealth Management and the team’s financial planning and wealth management solutions by visiting CrossleyShear.com. For more information about CSsports and the team’s professional athlete services, visit CSsports.net.
About CrossleyShear Wealth Management | Since 1998, CrossleyShear Wealth Management has served as a leading financial planning team dedicated to helping provide clients and families with innovative financial solutions and wealth management strategies. With offices in Heathrow and Merritt Island, Florida, the company’s tailored customer care philosophy and customized planning process helps empower its clients to achieve their financial goals and financial independence. For more information about CrossleyShear Wealth Management and its client-centric approach to financial planning, visit CrossleyShear.com.
About CSsports | CSsports is a division of CrossleyShear Wealth Management exclusively dedicated to serving the unique needs of sports professionals. Our success is driven by a promise to deliver personalized care and customized solutions for all aspects of our client’s financial life – before, during and after their sports career – ranging from everyday spending advice and retirement planning to managing investments, insurance, college savings and business planning. Visit CSsports.net to learn more about our sport’s professional services and solutions.
1515 International Parkway, Suite 2019, Heathrow, FL 32746 | 407.215.7575
2395 N. Courtenay Parkway, Suite 201, Merritt Island, FL 32953 | 321.452.0061
*Trust services offered through Raymond James Trust, N.A., a subsidiary of Raymond James Financial, Inc. CrossleyShear Wealth Management and CSsports are not registered broker dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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