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Jack W. Kennedy III Named Member of Raymond James' 2021 Chairman's Council for 8th Consecutive Year
Press Release Nov 10, 2020
Jack W. Kennedy III Named Member of Raymond James' 2021 Chairman's Council for 8th Consecutive Year
W. Dale Crossley Named Member of Raymond James' 2021 Chairman's Council for 2nd Consecutive Year
Press Release Oct 29, 2020
W. Dale Crossley Named Member of Raymond James' 2021 Chairman's Council for 2nd Consecutive Year
CrossleyShear Wealth Management's Shaun Jones Promoted to Financial Advisor
Press Release Sep 16, 2020
CrossleyShear Wealth Management's Shaun Jones Promoted to Financial Advisor
CrossleyShear Wealth Management Announces the Launch of Voyage
Press Release Aug 18, 2020
CrossleyShear Wealth Management Announces the Launch of Voyage

The company's four-step financial planning process founded on industry fundamentals and a proprietary algorithm.
PPT Solutions Recognized as a Great Place to Work® for a Third Consecutive Year
Press Release Aug 18, 2020
PPT Solutions Recognized as a Great Place to Work® for a Third Consecutive Year
PPT Solutions Recognized for a Third Consecutive Year as One of America's Fastest-Growing Companies by Inc. Magazine
Press Release Aug 13, 2020
PPT Solutions Recognized for a Third Consecutive Year as One of America's Fastest-Growing Companies by Inc. Magazine

Appearance on the Inc. 5000 list follows a three-year revenue growth of 271 percent.
PPT Solutions Introduces Monica Neuert as Director of Enterprise Solutions
Press Release Aug 11, 2020
PPT Solutions Introduces Monica Neuert as Director of Enterprise Solutions
PPT Solutions Announces Kim Massey as Vice President of Enterprise Solutions
Press Release Aug 4, 2020
PPT Solutions Announces Kim Massey as Vice President of Enterprise Solutions
Potomac Financial Group's Todd Wike Recognized as an NFL Players Association Registered Financial Advisor
Press Release Jun 23, 2020
Potomac Financial Group's Todd Wike Recognized as an NFL Players Association Registered Financial Advisor
Potomac Financial Group Introduces Jeremy S. Dvorak as a New Addition to Advisory Team
Press Release Jun 16, 2020
Potomac Financial Group Introduces Jeremy S. Dvorak as a New Addition to Advisory Team