HEATHROW and MERRITT ISLAND, Fla., November 2, 2021 (Newswire.com) - CrossleyShear Wealth Management (CrossleyShear), a leading financial planning and wealth management firm based in Merritt Island and Heathrow, Florida, announced today that Evan Shear was recently named a member of Raymond James' 2022 Chairman's Council.* A privilege limited to a select few, membership in the Chairman's Council acknowledges Raymond James' top achieving advisors. The honor of Chairman's Council status is earned by financial advisors demonstrating the utmost in fiduciary integrity, coupled with a dedication to providing exemplary client-centric care.
"While I'm personally honored to be named to the 2022 Chairman's Council, this achievement is truly a tribute to our entire CrossleyShear team and their incredible commitment and passion," stated Evan Shear, Co-Founder and Branch Manager of CrossleyShear Wealth Management, and CERTIFIED FINANCIAL PLANNER™ professional. "Our clients expect and deserve the very best in service and performance. It's our passion to not only take excellent care of our clients and families, but to provide each with the financial confidence their goals are always within reach, no matter what life brings them. It's what inspires us on a daily basis. This recognition is a testament to that commitment."
Evan Shear, together with Dale Crossley, founded CrossleyShear in 1998 and has spent the last 25 years building comprehensive financial plans and providing time-tested wealth management strategies. CrossleyShear manages more than $700 million** in client assets and offers 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.
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. Their professional athlete division, CSsports, is exclusively dedicated to serving the unique needs of sports professionals before, during and after their playing careers. Visit CrossleyShear.com and CSsports.net to learn more.
CrossleyShear Wealth Management
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.
*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's future performance. No fee is paid in exchange for this award/rating.
**As of 10/20/2021.
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