Carson Wealth-The Shobe Financial Group Employee Directory

Q: What is Carson Wealth-The Shobe Financial Group known for?

Carson Wealth-The Shobe Financial Group was founded in 1983. Carson Wealth-The Shobe Financial Group operates in the Financial Services industry.

Financial ServicesLouisiana, United States11-50 Employees

The Shobe Financial Group has helped clients reach life goals through personal and business financial planning and wealth building since 1983.  

We specialize in providing comprehensive financial planning and investment management services to a wide range of individuals including families, pre-retirees, retirees, physicians, professionals, and business owners. We are also experienced in leveraging our professional guidance to those with unique personal and business needs.

Disclosure: Securities offered through Cetera Wealth Services LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.

Find Carson Wealth-The Shobe Financial Group employees' phone numbers or email addresses

Carson Wealth-The Shobe Financial Group Global Highlights

North America
42

United States Of America
41
Canada
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Carson Wealth-The Shobe Financial Group's Leadership

B. L.
CCO
Mobile Phone
Email
D. S.
Coo
Mobile Phone
Email
J. W.
President
Mobile Phone
Email
M. D.
Owner
Mobile Phone
Email
R. G.
Owner
Mobile Phone
Email
C. P. L.
Vice President
Mobile Phone
Email
C. K.
Senior Vice President
Mobile Phone
Email
S. W.
Sr. Vice President, Marketing
Mobile Phone
Email

Carson Wealth-The Shobe Financial Group Employee Metrics

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50%

0%

2026

2025

Banking
Business
Community & Social Services
Accounting
Administrative
Other

Contact profiles from Carson Wealth-The Shobe Financial Group

Name

Title

Contact Info

Location

Last Update

B. W.
Executive Director
Mobile Phone
Email
Oct 23, 2024
J. P.
Client Services Manager
Mobile Phone
Email
Sep 08, 2025
M. K.
Office Manager
Mobile Phone
Email
United StatesLouisiana
Feb 18, 2026
S. S.
Career Practitioner / Case Manager / Workshop Facilitator / First Nations Outreach
Mobile Phone
Email
Oct 23, 2024
N. M.
Financial Services Associate
Mobile Phone
Email
United StatesLouisiana
Jan 28, 2026
T. K.
Licensed Realtor
Mobile Phone
Email
United StatesTexas
Apr 10, 2026
B. R.
Administrative Assistant
Mobile Phone
Email
Oct 21, 2025
E. S. S.
Certified Financial Planner™
Mobile Phone
Email
United StatesLouisiana
Feb 18, 2026
B. M.
Certified Financial Planner (tm)
Mobile Phone
Email
United StatesSouth Carolina
Mar 08, 2025
C. P.
Finance Intern
Mobile Phone
Email
United StatesLouisiana
Feb 05, 2024

Frequently Asked Questions

What is Carson Wealth-The Shobe Financial Group known for?

Carson Wealth-The Shobe Financial Group was founded in 1983 operates in the Financial Services industry. The company's main headquarters is located in 8280 Ymca Plaza Drive #4 Baton Rouge, Louisiana 70810 United States; you can contact the main corporate office by phone at

+1-225-763-****

. Explore Carson Wealth-The Shobe Financial Group's company overview page for more information.

What is Carson Wealth-The Shobe Financial Group's most common email format?

Carson Wealth-The Shobe Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Carson Wealth-The Shobe Financial Group email formats with LeadIQ.

How many employees does Carson Wealth-The Shobe Financial Group have currently?

Carson Wealth-The Shobe Financial Group has approximately 22 employees as of April 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Carson Wealth-The Shobe Financial Group's key employees and leadership?

As of April 2026, Carson Wealth-The Shobe Financial Group's key employees include:

CCO: B. L.
Coo: D. S.
President: J. W.
Owner: M. D.
Owner: R. G.

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