Shawna S. Goodly

AIF®
Financial Advisor

Meet Shawna

Shawna S. Goodly is a Financial Advisor based in Baton Rouge, Louisiana with 22 years of experience in the field.

Shawna brings nearly two decades of financial services industry experience to her role as a Financial Advisor. An Accredited Investment Fiduciary® (AIF®), Shawna maintains her Series 7, 24, 63, 65 registrations, Louisiana and Texas Life & Health Insurance licenses. Her curious nature makes her a fantastic researcher and problem solver – great attributes for a Financial Advisor!

A graduate of Louisiana State University with a bachelor’s degree in finance, Shawna continues to pursue additional learning opportunities to keep her skills honed and current. She is an asset to our team.

Shawna and her husband, CJ, have triplets Cara, Carissa, and Carmichael.  She enjoys spending her spare time traveling, cooking and indulging in biographical books and films along with listening to classical music.

 

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 22 years financial industry experience
  • 7 years with Carson Wealth
Education
  • BS in Finance from Louisiana State University
2. Icon / 2. Decorative / Product / Fee Trades Copy Certifications
  • AIF®

Carson Wealth

8280 YMCA Plaza Drive Building 4
Baton Rouge, LA 70810
(225) 763-7010

Area of Focus

  • Pointer Image Private Client