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 Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.

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

Carson Wealth-The Shobe Financial Group Global Highlights

North America
40

United States Of America
39
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
E. L. S.
Chaiman, Partner
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

Contact profiles from Carson Wealth-The Shobe Financial Group

Name

Title

Contact Info

Location

Last Update

G. R.
Director Of First Impressions
Mobile Phone
Email
United StatesLouisiana
Oct 21, 2025
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
Oct 23, 2025
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
Nov 19, 2025
T. K.
Licensed Realtor
Mobile Phone
Email
United StatesTexas
Oct 19, 2025
B. R.
Administrative Assistant
Mobile Phone
Email
Oct 21, 2025
E. S. S.
Certified Financial Planner™
Mobile Phone
Email
United StatesLouisiana
Oct 23, 2025
B. M.
Certified Financial Planner (tm)
Mobile Phone
Email
United StatesSouth Carolina
Mar 08, 2025

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; 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 21 employees as of December 2025. 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 December 2025, Carson Wealth-The Shobe Financial Group's key employees include:

CCO: B. L.
Coo: D. S.
President: J. W.
Chaiman, Partner: E. L. S.
Owner: M. D.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.