CrossleyShear Wealth Management | Raymond James Financial Services
Since 1998, CrossleyShear Wealth Management continues to take care of all the small elements that collectively make up a life, retirement plan and portfolio. The result is an overall financial strategy pointed toward the client’s goals with precision, from a team that we believe you’ll come to regard as a valuable asset in itself. We believe our clients deserve no less than a wealth management firm that will make sure no detail of their financial life goes unattended – our client deserves the confidence that high-level financial guidance brings.
Our mission is to help our clients achieve their own unique goals by managing their assets, protecting their wealth and building their financial legacies. We serve our clients with a consultative, team-based approach that examines all aspects of their financial lives. We put our clients’ interests above our own or those of our firm. Our objective is to accomplish our mission profitably while giving back to the community.
As founding partners at CrossleyShear Wealth Management, Dale Crossley, JD, Financial Planner and Evan Shear, CFP®, Certified Financial Planner™, take pride in staying involved in all aspects of the financial planning field. “By continually educating ourselves, our team is prepared to establish comprehensive plans designed to help meet the clients’ needs,” says Crossley. Outside of the office, our team is involved in many local charitable events and organizations and holds several client appreciation events throughout the year. CrossleyShear Wealth Management has offices in Merritt Island and Lake Mary.
CrossleyShear Wealth Management, an Independent Firm. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.
2395 N. Courtenay Pkwy, Suite 201, Merritt Island, FL 32953
(321) 452-0061 • CrossleyShear.com