Evan Shear Named To Forbes 2024 Best-in-State Wealth Advisors List

In a notable achievement for the financial advisory sector, CrossleyShear Wealth Management has once again made headlines with its founding partner, Evan Shear, securing a spot on Forbes' esteemed list of Best-in-State Wealth Advisors. This marks the seventh consecutive year a founding partner from CrossleyShear has been honored with this prestigious accolade, underscoring the firm's consistent excellence and dedication to its clientele.

The Forbes Best-in-State Wealth Advisors list is renowned for its rigorous selection process, which meticulously evaluates nominees through a combination of research, interviews, and a comprehensive algorithm that assesses both qualitative and quantitative criteria. For the 2024 ranking, approximately 42,108 nominations were submitted, with only 8,507 advisors ultimately receiving the award. This selective process highlights the significance of Shear's recognition and the high standards of professional achievement it represents.

Expressing his gratitude, Evan Shear, Co-Founder and Branch Manager of CrossleyShear Wealth Management and a CERTIFIED FINANCIAL PLANNER™ professional, remarked, "This is a tremendous honor for the entire CrossleyShear team and a testament to their tireless passion and commitment to our clients." He further emphasized the importance of client trust in achieving this distinction, stating, "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."

Established in 1998, CrossleyShear Wealth Management has been at the forefront of providing innovative financial solutions and wealth management strategies to its clients. Operating from Heathrow and Merritt Island in Florida, the firm prides itself on its tailored customer care philosophy and customized planning process designed to empower clients towards achieving financial goals and independence. Additionally, CrossleyShear's professional athlete division, CSsports, caters exclusively to the unique financial needs of sports professionals throughout their careers.

The firm's affiliation with Raymond James Financial Services allows it to offer securities through Raymond James Financial Services, Inc., a member of FINRA/SIPC. Investment advisory services are also provided through Raymond James Financial Services Advisors, Inc., further enhancing the comprehensive support available to clients.

This accolade from Forbes not only celebrates Evan Shear's exceptional leadership and expertise but also reaffirms CrossleyShear Wealth Management's position as a leading advisory firm committed to excellence in client service. For those interested in learning more about CrossleyShear Wealth Management and its services, including CSsports for professional athletes, further information can be found on their official websites.