W.Dale Crossley Membership in Raymond James Financial Services
HEATHROW/MERRITT ISLAND, FLORIDA, October 30, 2019 – CrossleyShear Wealth Management (CrossleyShear), a premier financial services and investment company based in Merritt Island and Heathrow, Florida, announced today that W.Dale Crossley, JD, Financial Planner, was recently named a member of Raymond James Financial Services’ 2020 Chairman’s Council.* Chairman’s Council honors are presented only to those financial advisors who have demonstrated an unparalleled commitment to personal service and professional integrity. Members of the Chairman’s Council represent the top echelon of the firm’s financial advisors, which is a privilege limited to a select few.
“This recognition is a tremendous honor for myself and the entire CrossleyShear team,” stated Dale Crossley, Co-Founder of CrossleyShear Wealth Management. “As a team, we take great pride in caring for our client’s needs and providing them with the confidence that their financial future is well protected. This achievement is yet another validation that we’re succeeding in that mission.”
Dale Crossley joined Raymond James in 2003 and has over 23 years of experience in the financial services industry. He earned a Juris Doctorate degree from Barry University and holds both a Master of Science in Business Management from Florida Institute of Technology and a Bachelor of Arts degree from Rollins College. As co-founders of CrossleyShear Wealth Management, Mr. Crossley and Evan Shear manage over $479 million in client assets and offer a wide variety of services including retirement planning, investment and asset management, trust and estate planning, education planning and executive wealth management. Earlier this year, the company launched CSsports, a corporate division exclusively dedicated to serving the unique needs of sports professionals.
Visit CrossleyShear.com to learn more about CrossleyShear Wealth Management, CSsports and the firm’s financial planning and wealth management solutions.