What departments does Carson Wealth-The Shobe Financial Group have?

Carson Wealth-The Shobe Financial Group has employees across 4 departments including Entrepreneurship, Customer Success, Travel, Administrative.

What is the largest department at Carson Wealth-The Shobe Financial Group?

The largest department at Carson Wealth-The Shobe Financial Group is Entrepreneurship with 3 employees.

Where are Carson Wealth-The Shobe Financial Group employees located globally?

Carson Wealth-The Shobe Financial Group has employees across 2 continents and 3 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America, Canada.

How has Carson Wealth-The Shobe Financial Group's team size changed over time?

Carson Wealth-The Shobe Financial Group's team has decreased from approximately 23 to 20 employees based on available data.

Carson Wealth-The Shobe Financial Group Employee Directory

Financial ServicesLouisiana, United States11-50 Employees

Carson Wealth-The Shobe Financial Group operates in the financial services sector, offering broad financial planning and investment management to individuals and business owners. Founded in 1983, the firm has focused on helping clients align finances with life goals and build wealth over time. Its client base spans families, pre-retirees, retirees, physicians, professionals, and business owners, including those with specialized personal or business needs.

Based in Baton Rouge, Louisiana, the company positions itself as a provider of professional financial guidance for a diverse set of clients. Securities for clients are offered through Cetera Wealth Services LLC, and investment advisory services are provided through CWM, LLC, with Cetera operating under separate ownership.

Carson Wealth-The Shobe Financial Group Global Highlights

North America
44

United States Of America
43
Canada
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Carson Wealth-The Shobe Financial Group's Leadership

S. G.
Founder & Ceo
Mobile Phone
Email
M. D.
Owner
Mobile Phone
Email
R. G.
Owner
Mobile Phone
Email
B. W.
Executive Director
Mobile Phone
Email
J. P.
Client Services Manager
Mobile Phone
Email
S. S.
Career Practitioner / Case Manager / Workshop Facilitator / First Nations Outreach
Mobile Phone
Email
B. R.
Administrative Assistant
Mobile Phone
Email
E. S.
Administrator Executive
Mobile Phone
Email

Carson Wealth-The Shobe Financial Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Accounting
Administrative
Other

Contact profiles from Carson Wealth-The Shobe Financial Group

Name

Title

Contact

Location

Last Update

S. G.
Founder & Ceo
Mobile Phone
Email
Jun 30, 2026
M. D.
Owner
Mobile Phone
Email
Oct 17, 2024
R. G.
Owner
Mobile Phone
Email
Oct 21, 2024
B. W.
Executive Director
Mobile Phone
Email
Oct 23, 2024
J. P.
Client Services Manager
Mobile Phone
Email
May 28, 2026
S. S.
Career Practitioner / Case Manager / Workshop Facilitator / First Nations Outreach
Mobile Phone
Email
Oct 23, 2024
B. R.
Administrative Assistant
Mobile Phone
Email
Oct 21, 2025
E. S.
Administrator Executive
Mobile Phone
Email
Oct 17, 2024
S. H.
Executive Assistant
Mobile Phone
Email
Oct 17, 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; 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 August 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 August 2026, Carson Wealth-The Shobe Financial Group's key employees include:

Founder & Ceo: S. G.
Owner: M. D.
Owner: R. G.
Executive Director: B. W.
Client Services Manager: J. P.

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Carson Wealth-The Shobe Financial Group Employee Directory

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