Evan Shear, CFP®

Evan Shear, CFP®

CERTIFIED FINANCIAL PLANNER™, RJFS

Phone: 407-215-7575
Fax: 407-333-1229
E-mail:

 

As a founding partner of The CrossleyShear Group, Evan is involved in all areas of the financial planning field.  As branch manager and principal, he oversees the compliance and managerial responsibilities of the firm.  In addition, Evan is also an Investment Advisor Representative with Raymond James, and specializes in asset preservation, estate planning and asset management.  He is licensed to practice in the following states:

 

Alabama Arizona California
Colorado Connecticut District of Columbia
Florida Georgia Illinois
Indiana Kentucky Louisiana
Maryland Massachusetts Michigan
Minnesota Mississippi Missouri
Nebraska New Hampshire New Jersey
New Mexico New York North Carolina
Ohio Pennsylvania South Carolina
Tennessee Texas Utah
Virginia Washington West Virginia
Wyoming    
 

Areas of Experience:

·         Securities, Options & Municipals Principal

·         Branch Manager

·         Investment Adviser Representative for Raymond James Financial Services

·         Asset Preservation & Management

·         Estate Planning

·         Fee-Based Financial Advisor

 

Professional and Community Involvement:

·         Member of the Financial Planning Association

·         Involved in the Alzheimer’s Association Annual “Memory Walk”

·         Board Member for the Florida Epilepsy Services Providers Association (FESPA)

·         Teacher, Seminole Community College- “Living in Retirement”

·         Member of the Seminole County Chamber of Commerce

 

Articles, Publications, Lectures and Recognition:

·         Recognized by The Orlando Business Journal as one of the top financial planning firms in Central Florida based on number of Central Florida clients

·         Interviewed regularly on Fox 35 News and Central Florida News Channel 13 for commentary on various financial topics

·         Speaker, Financial Planning Seminars- “Weathering the Financial Storms”

·         Recognized as being in the top 10% of all branch offices for Raymond James Financial Services*

·         Featured in Orlando Magazine as “One of Orlando’s Top Financial Planners”

·         Frequently quoted in The Orlando Sentinel regarding various investment topics

·         Awarded to the 2010 & 2011 Leaders Council by Raymond James for dedication to clients and high levels of professional performance. Membership is based mainly on assets under management, education, credentials and fiscal year production.

·         Guest lecturer for Florida Institute of Technology-“Financial Workshop for Recent Grads”

 

Education:

·         Bachelor of Science, University of Florida, Gainesville, FL

·         Holds Series 7, 9, 10, 31, 63 and 65 Federal and State Securities Licenses

·         Holds Life, Health and Annuity State Insurance License

·         Registered as a Fee-Based Financial Adviser

·         Certified Financial Planner™

 

 

 

 *Based on 2009 Gross revenue numbers by Raymond James