Evan Shear Recognized on Forbes 2024 Best-in-State Wealth Advisors List
Photo Credit: CrossleyShear Wealth Management
MERRITT ISLAND, Fla. & HEATHROW, Fla., April 29, 2024 (VSNewsNetwork.com) - Evan Shear, Co-Founder and Branch Manager of CrossleyShear Wealth Management, has been named to the Forbes 2024 Best-in-State Wealth Advisors list, marking the seventh consecutive year a founding partner of the firm has earned this accolade. This recognition highlights the firm's consistent dedication to excellence in financial planning and wealth management.
Shear expressed his gratitude for the recognition, noting its significance to the team's efforts. “This is a tremendous honor for the entire CrossleyShear team and a testament to their tireless passion and commitment to our clients," Shear said. "Most importantly, this recognition is a tribute to our clients and the trust they place in me, Dale (Crossley), and the team. We appreciate their continued partnership and confidence. We never take it for granted.”
The Forbes Best-In-State Wealth Advisors ranking, conducted by SHOOK Research, involves a rigorous evaluation process based on qualitative and quantitative criteria. These include telephone and in-person interviews, as well as an analysis of financial advisors’ service models, investing processes, revenue trends, assets under management, and compliance records. Out of approximately 42,108 nominations for 2024, only 8,507 advisors received the award.
CrossleyShear Wealth Management has been providing innovative financial solutions and strategies since 1998. With offices in Heathrow and Merritt Island, Florida, the firm tailors its services to meet the diverse needs of its clients, including a specialized division, CSsports, dedicated to serving the unique financial needs of professional athletes.
For more information on CrossleyShear Wealth Management’s services, visit CrossleyShear.com. Further details about their sports division can be found at CSsports.net.
Source: CrossleyShear Wealth Management via Newswire
