Meet Edward
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
- 59 years financial industry experience
- 41 years with Carson Wealth
- BS from University of Tennessee
- CFP®
- CLU®
- Estate and Business Planning Council
- Financial Planning Association