LeadIQ logo
Learn more at LeadIQ.com

CrossleyShear Wealth Management Employee Directory

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.

Find CrossleyShear Wealth Management employees' phone numbers or email addresses

CrossleyShear Wealth Management Global Highlights

Location
Employees

North America
11

Minus sign iconPlus sign icon
  • United States Of America
    11

CrossleyShear Wealth Management's Leadership

  • Stylized image of a person
    T. S.
    Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. C.
    Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. S.
    Certified Financial Planner™
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. J.
    Branch Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. M. C.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. M.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. A.
    Branch Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. H.
    Marketing Director/Branch Professional, Rjfs
    Phone icon
    Mobile Phone

CrossleyShear Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from CrossleyShear Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. S.
    Principal
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    D. C.
    Financial Planner
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jul 03, 2026
  • Stylized image of a person
    E. S.
    Certified Financial Planner™
    Phone icon
    Mobile Phone
    United StatesFlorida
    Mar 25, 2026
  • Stylized image of a person
    S. J.
    Branch Associate
    Phone icon
    Mobile Phone
    United StatesFlorida
    Dec 05, 2025
  • Stylized image of a person
    C. M. C.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesFlorida
    Mar 24, 2026
  • Stylized image of a person
    C. M.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jul 29, 2024
  • Stylized image of a person
    S. A.
    Branch Associate
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    K. H.
    Marketing Director/Branch Professional, Rjfs
    Phone icon
    Mobile Phone
    United StatesFlorida
    Dec 05, 2025
  • Stylized image of a person
    T. S.
    Operations Coordinator Registered Sales Assistant, Rjfs
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 28, 2026

Frequently Asked Questions

What is CrossleyShear Wealth Management known for?

Minus sign iconPlus sign iconCrossleyShear Wealth Management was founded in 1998 operates in the Financial Services industry. The company's main headquarters is located in 1515 International Parkway Lake Mary, Florida 32746 United States. Explore CrossleyShear Wealth Management's company overview page for more information.

What is CrossleyShear Wealth Management's most common email format?

Minus sign iconPlus sign iconCrossleyShear Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CrossleyShear Wealth Management email formats with LeadIQ.

How many employees does CrossleyShear Wealth Management have currently?

Minus sign iconPlus sign iconCrossleyShear Wealth Management has approximately 8 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are CrossleyShear Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, CrossleyShear Wealth Management's key employees include:

  • Principal: T. S.
  • Financial Planner: D. C.
  • Certified Financial Planner™: E. S.
  • Branch Associate: S. J.
  • Financial Advisor: C. M. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.