CrossleyShear Wealth Management Management Team
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CrossleyShear Wealth Management
Summary
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, exec...Show more
Organization Website | crossleyshear.com |
Social Links |    |
Phone Number | 321.452.0061 |
Industries | |
Headquarters Location | 1515 International Pkwy, Lake Mary, Florida, 32746 US |
Employees Size | 1-10 employees |
Specialties | Wealth Management, Investments, Finance |
Founded | 1998 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1983 | Privately Held | 25 - 100 | 6.4M | $0 | |
| 1980 | Privately Held | 1 - 25 | 2.9M | $0 | |
| 1989 | Privately Held | 100-200 | < 1M | $0 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at CrossleyShear Wealth Management shows a diverse range of experience levels:
25% for 5–7 years25% for 8–10 years50% have over 11 years of service at CrossleyShear Wealth ManagementDiscover More
Contact top employees from
CrossleyShear Wealth Management
Tracy Stuck
Operations Coordinator Registered Sales Assistant, RJFS - Member FINRA/SIPC
Evan Shear
CERTIFIED FINANCIAL PLANNER™
Catalina Mejia CPFA®
Financial Advisor
Karin Hobin
Marketing Director/Branch Professional, RJFS
Halle Harkins
Client Concierge
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FAQ
CrossleyShear Wealth Management operates in the Finance industries. More details can be found on the official website: crossleyshear.com.
The headquarters of CrossleyShear Wealth Management are located in Lake Mary, United States.
You can contact CrossleyShear Wealth Management by phone at 321.452.0061.
CrossleyShear Wealth Management currently employs 1-10 people.
Well-known competitors of CrossleyShear Wealth Management include Prosperity Partners Private Wealth Management, Lefavi Wealth Management and Professional Economic Growth Group.
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