Dale Crossley of CrossleyShear Wealth Management Joins Raymond James 2024 Chairman’s Council

Dale Crossley JR, JD ● Raymond James 2024 Chairman's Council (Photo Credit: CrossleyShear Wealth Management)

MERRITT ISLAND, Fla. & HEATHROW, Fla., December 5, 2023 (VSNewsNetwork.com) - CrossleyShear Wealth Management, a financial planning and wealth management practice based in Merritt Island and Heathrow, Florida, announced that Dale Crossley, Jr., JD, has been named a member of the Raymond James Chairman’s Council for 2024. Membership in this council is an honor reserved for a select group of Raymond James’ top-performing advisors, acknowledging their excellence in client-centric care and fiduciary integrity.

Dale Crossley, Jr., JD, Co-Founder of CrossleyShear Wealth Management, expressed his gratitude for the recognition. “I am extremely honored to be named to this prestigious group of financial advisors,” said Crossley. “It’s humbling for me and the entire team to be recognized among the nation’s leading advisors. Most importantly, it’s a tribute to the hard work and commitment our team demonstrates on a daily basis caring for our client’s needs and delivering financial confidence.”

2023 marks the 25th anniversary of CrossleyShear Wealth Management, co-founded by Crossley and his partner, Evan Shear, in 1998. The firm specializes in comprehensive client-centric financial planning solutions and wealth management strategies. Crossley, who holds a Juris Doctorate from Barry University, also has a Master of Science in Business Management from Florida Institute of Technology and a Bachelor of Arts degree from Rollins College.

With over $660 million in managed client assets, CrossleyShear offers a range of services including retirement planning, investment and asset management, trust and estate planning, education planning, and executive wealth management. They also cater to the specific financial needs of sports professionals through CSsports, a division dedicated to sports wealth management.

For more information about CrossleyShear Wealth Management and their financial planning and wealth management solutions, please visit CrossleyShear.com. Additional details about CSsports can be found at CSsports.net.

Source: CrossleyShear Wealth Management via Newswire