Edward Louis Shobe

CFP®, CLU®
Chairman, Partner and CERTIFIED FINANCIAL PLANNER®

Meet Edward

Edward Louis Shobe is a Chairman, Partner and CERTIFIED FINANCIAL PLANNER® based in Baton Rouge, Louisiana with 59 years of experience in the field.

As our Chairman, Partner and CERTIFIED FINANCIAL PLANNER®, Ed confidently leads our team in a way that only someone with more than 50 years in the financial services industry can. His genuine desire to guide clients toward defining, pursuing and achieving their life goals sets him apart as a knowledgeable and caring Advisor.

A graduate of the University of Tennessee, Ed founded Shobe & Associates in 1983 with a focus on comprehensive financial planning for individuals and closely held businesses. The name was later changed to The Shobe Financial Group and became Carson Wealth – The Shobe Financial Group in 2023.

Ed is married to Danni and has two daughters and four grandchildren. When he has the opportunity, Ed enjoys spending time with his family and friends, golfing and traveling. His wife, Danni, is an artist and at his request, has filled his office with many of her masterful works.

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 59 years financial industry experience
  • 41 years with Carson Wealth
Education
  • BS from University of Tennessee
2. Icon / 2. Decorative / Product / Fee Trades Copy Certifications
  • CFP®
  • CLU®
Professional Memberships
  • Estate and Business Planning Council
  • Financial Planning Association