EXECUTIVES: W. Dale Crossley, Financial Advisor
Evan Shear, CFP®
LOCATION: Merritt Island, FL
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. Serving a broad client base that includes business owners, executives, doctors, former and current NASA employees and space center sub-contractors, the company’s success is founded on its consultative, partnership-based planning and investment approach. With offices in Heathrow and Merritt Island, Florida, the company’s personalized customer care philosophy and planning process helps empower its clients to achieve their wealth goals and preserve their financial legacy.
Earlier this year, CrossleyShear completed a 14-month project dedicated to creating a corporate brand identity that mirrors the company’s culture, client commitment and industry leadership position. The rebranding initiative included an enhanced corporate website and new logo. Additionally, the company unveiled “Together. Wherever life takes you.” as both its purpose statement and tagline. “This launch of our new brand represented a significant milestone in our evolution as a premier wealth management partner,” stated Evan Shear, co-principle at CrossleyShear. “While our steadfast commitment to our clients remains unchanged, we believe our new identity better reflects the culture, values and care philosophy that has made us successful since our inception.” W. Dale Crossley, co-principle at CrossleyShear, added, “Our new identity also reinforces our continued commitment to social responsibility. Personally and professionally, we take seriously our commitments to Lake Mary and Merritt Island. Evan and I sit on various boards and we sponsor several local school teams. We also pride ourselves in our philanthropic involvement and believe in investing in our communities for the common good.”
While the company has grown into one of the top independent Raymond James offices in the country, managing over $450 million dollars (as of 12/31/2017), CrossleyShear’s top priority remains focused on providing holistic, client-centric wealth management solutions through its proven service delivery platform.