W. Dale Crossley, JD

W. Dale Crossley, JD

Financial Planner, RJFS

Phone: 321-452-0061 x 109
Fax: 321-452-4403
E-mail:

As a founding partner of THE CROSSLEYSHEAR GROUP, Dale has many years of financial planning experience under his belt.  He has worked in all areas of the financial arena but his specialty is developing comprehensive financial plans.  Dale's Juris Doctorate degree has also facilitated his ability to balance the legal and estate planning issues many retirees face in their overall planning.  By implementing his broad range of knowledge, he has helped many clients create plans designed to achieve their investment goals and retire confidently. 

AREAS OF EXPERIENCE:

  • Investment Advisor Representative for Raymond James Financial Services
  • Asset Management
  • Estate Planning
  • Fee-Based Financial Advisor

PROFESSIONAL AND COMMUNITY INVOLVEMENT:

  • The Financial Planning Association
  • Central Florida Human Resources Association
  • Member of the Cocoa Beach Area Chamber of Commerce
  • Involved in the American Cancer Society's annual "Relay for Life"
  • Involved in Habitat for Humanity
  • Involved in Alzheimer's Association's annual "Memory Walk"

ARTICLES, PUBLICATIONS, LECTURES AND RECOGNITION:

  • Profile in Nationwide Register's "Who's Who" in Executives and Businesses
  • Spearker: Financial Planning Seminars- "Weathering the Financial Storms"
  • Featured in Orlando Magazine as "One of Orlando's Top Financial Planners"
  • Featrued guest on Fox 35 News WOFL and Central Florida News Channel 13 for commentary on various financial topics
  • Guest columnist for The Hometown News
  • Awarded to the 2006, 7, 10 & 11 Executive Council by Raymond James for dedication to clients and professional performance and a 2008 "Rising Star" for advisors who have achieved exceptional growth in personal production 
  • Winner of Orlando Business Journal 2010 “Top 40 Under 40” recognizing outstanding business professionals under the age of 40

EDUCATION:

  • Bachelor of Art, Rollins College Winter Park, FL
  • Masters of Science in Business Management, Florida Institute of Technology
  • Juris Doctorate, Barry University School of Law, Orlando, FL
  • Holds Series 6,7,9,10,63,65 Federal and State Securieties Licenses
  • Holds State Life, Health and Annuity Insurance Licenses
  •  Registered as a Fee-Based Financial Advisor