Crossleyshear Wealth Management
For over 15 years, CrossleyShear Wealth Management has been driven by a singular passion – to be there for our clients at every step of their financial journey. Whether for individuals, families, executives, small businesses or professional athletes, we are driven by a promise to deliver personalized care and customized solutions for all your life's needs ranging from everyday spending advice and retirement planning to managing your investments, insurance, college savings and business planning. It’s a care commitment we live by every day, empowering our clients to achieve their financial goals and provide security to those that matter most. Working by your side to plan for life’s uncertainties and celebrate life’s joys. Together, wherever life takes you. Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. CrossleyShear Wealth Management is independent of Raymond James. CrossleyShear Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm
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Verified contacts
4
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
82
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- TS
Tracy Stuck
Operations Coordinator Registered Sales Assistant, Rjfs - Member Finra Sipc · Other
EmailPhone - CM
Catalina Mejia
Client Services Associate · Customer/Client Service
EmailPhone - SJ
Shaun Jones
Branch Associate · Customer/Client Service
EmailPhone
Showing 3 of 4 verified contacts
Top roles at Crossleyshear Wealth Management
3 distinct titles indexed · top 3 shown.
- 1branch associate
- 1client services associate
- 1operations coordinator registered sales assistant, rjfs - member finra sipc
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