ORLANDO, Fla., September 16, 2020 (Newswire.com) - CrossleyShear Wealth Management (CrossleyShear), a premier financial services and wealth management team based in Merritt Island and Heathrow, Florida, announced today the promotion of Shaun Jones to Financial Advisor. Jones joins the firm’s growing team of financial advisors having recently passed the Series 7 and 66 exams required to earn the title of “Financial Advisor” by Raymond James. The Financial Industry Regulatory Authority (FINRA) administers and oversees all securities licensing procedures and requirements for the Series 7 and 66 exams as well as a broad range of security professional qualifying exams.
A graduate of the University of Central Florida where he earned a B.A. in Economics with a focus in Mathematics and Finance, Jones joined CrossleyShear in February of this year as a Branch Associate. “We’re extremely proud of Shaun for his accomplishments and we’re keenly aware of all the hard work required to earn his Series 7 and 66 licenses,” stated Evan Shear, Co-Founder and Branch Manager of CrossleyShear Wealth Management, and CERTIFIED FINANCIAL PLANNER™ professional. “Shaun has been a great addition to CrossleyShear Wealth Management since he joined the team earlier this year. He shares in our client-centric philosophy and has demonstrated a commitment to providing the best in financial care for all his clients,” added Dale Crossley, Co-Founder of CrossleyShear Wealth Management, Branch Manager and Financial Planner – RJFS.
Shaun has been a great addition to CrossleyShear Wealth Management since he joined the team earlier this year. He shares in our client-centric philosophy and has demonstrated a commitment to providing the best in financial care for all his clients.
Dale Crossley, Co-Founder of CrossleyShear Wealth Management, Branch Manager and Financial Planner - RJFS
Co-founded by Evan Shear and Dale Crossley, CrossleyShear has offices located in Heathrow and Merritt Island, Florida. The advisors manage more than $530 million in client assets and offer a wide variety of services, including retirement planning, investment and asset management, trust and estate planning, education planning and executive wealth management. The company also serves the complex financial and wealth management needs of sports professionals through CSsports, a division of CrossleyShear Wealth Management.
To learn more about CrossleyShear Wealth Management and the team’s financial planning and wealth management solutions, visit CrossleyShear.com. For more information about CSsports, visit CSsports.net.
Karin Hobin, Marketing Director, Branch Professional, RJFS
CrossleyShear Wealth Management
About CrossleyShear Wealth Management | Since 1998, CrossleyShear Wealth Management has served as a premier 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.
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.
Source: CrossleyShear Wealth Management