CrossleyShear Wealth Management Email Format
Financial ServicesFlorida, United States2-10 Employees
CrossleyShear Wealth Management operates in the financial services sector, providing personalized wealth management and financial planning. Its client base includes individuals, families, executives, small businesses, and professional athletes. The firm offers guidance across retirement planning, investment management, insurance, college savings, business planning, and everyday spending. Based in Lake Mary, Florida, CrossleyShear Wealth Management offers securities through Raymond James Financial Services, Inc., while operating independently of Raymond James. Investment advisory services are provided through Raymond James Financial Services Advisors, Inc. In December 2022, the firm expanded its team with the appointment of Dawn N. Bradford as Client Relationship and Operations Specialist.