Evan Shear Named to Raymond James 2023 Chairman's Council
Dec 20, 2022
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 once again named a member of Raymond James Chairman's Council.* Chairman's Council honors are presented annually to those financial advisors who have demonstrated an unparalleled commitment to client care, professional integrity and the most stringent fiduciary standards. This is Shear's fifth year gaining membership to the prestigious council.
"Being named to the 2023 Chairman's Council is certainly an honor, but it takes an entire dedicated and passionate team to deliver on our promise of exemplary client-centric service. We're fortunate to have such a team - one that's fully committed to the needs of our clients and their loved ones," stated Evan Shear, Co-Founder and Branch Manager of CrossleyShear Wealth Management, and CERTIFIED FINANCIAL PLANNER™ professional. "Helping our clients feel confident that their financial goals are well within reach is a mission we wholeheartedly embrace, and it truly inspires us on a daily basis."
Shear and his partner, Dale Crossley, have developed comprehensive financial planning solutions and time-tested wealth management strategies for nearly 25 years. CrossleyShear manages more than $600 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 help 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.
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 12/01/2022.
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.
Contact Information:
Karin Hobin
Marketing Director
[email protected]
407.215.7575
Press Release Service by Newswire.com
Original Source: Evan Shear Named to Raymond James 2023 Chairman's Council
More News
Soaring fuel costs hit small businesses
It comes as fuel prices reach their highest since 2022, driven by conflict in the Middle East.
Winter support planned for vulnerable residents
People could be eligible for awards of between £150 to £250, depending on their circumstances.
'How are we expected to pay for it?': Drivers' fears as fuel prices soar
Drivers and firms in the West Midlands say rising prices are hitting budgets and forcing cutbacks.
China’s Continued Control of Rare Earths Looms Over Trump-Xi Meeting
Manufacturers are struggling with constrained supplies as U.S. and Chinese officials negotiate over export restrictions with consequences for global industry.
Canadian province sues OpenAI over Tumbler Ridge school shooting
British Columbia has accused the company of failing to report the shooter's troubling interactions with ChatGPT to law enforcement.
Flights at major US airports delayed after cable cut by construction workers
The cable had been repaired and airports are resuming normal operations, the US transportation secretary says.
Trump and Xi Meet Amid an Uneasy U.S.-China Trade Truce
Beyond warm meetings between their leaders, the countries are engaging in tit-for-tat measures that call into question the stability of their arrangement.
I couldn't cook when I left home – but these easy £2.50 recipes became my go-to
Former culinary-challenged students share four low cost meals they think everyone can master.
I'd rather pay thousands on a holiday: Meet the pensioners spending the kids' inheritance
The phenomenon sees retirees spend all their money on enjoying life to the full.
CNN’s Future Will Include an Editorial Oversight Board
The looming ownership of the network by David Ellison has caused anxiety in its newsroom for months.
Paramount settles lawsuit with US states, clearing way for $110bn merger with Warner Bros
The deal includes an agreement to produce 30 films a year, or Paramount will be forced to sell off parts of its company.
Networks Suspend Pool Coverage of Trump After White House Bars CNN
The move was an escalation of President Trump’s showdown with the White House press corps after he moved to bar journalists from CNN, MS NOW and Politico.
YOUR NEWS, OUR NETWORK.
Do you have Great News you want to tell the world?
Be it updates about your business or your community, you can make sure that it’s heard by submitting your story to our network reaching hundreds of news sites across 6 verticals.