The Shobe Financial Group
Address: 8280 YMCA Plaza Dr, Baton Rouge, LA 70810 Hours: Closed ⋅ Opens 8:30AM Tue Monday8:30AM–5:30PMTuesday8:30AM–5:30PMWednesday8:30AM–5:30PMThursday8:30AM–5:30PMFriday8:30AM–5:30PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (225) 763-7010Place name: : : : : Category: : : Website: Website: http://www.shobe.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Mondays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 11 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aPlan your visitClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on FridaysPeople typically spend 25 min to 1.5 hr here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of The Shobe Financial Group Posting publicly on the Web Write a review Reviews Be the first to review
The Shobe Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Shobe Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Shobe Financial Group Employees
The Shobe Financial Group December 2010 - Present
SHAW GROUP August 2010 - December 2010
Skills
Personal Financial..., Retirement Planning, College Education..., Retirement, Investment Management, Financial Services, Wealth Management, Fixed Assets, Investments, Estate Planning, Asset Allocation, Insurance
Education
Louisiana State University 2007 — 2011
Bachelor's, Business, Finance
Centro January 2014 - Present
CBS Radio February 2013 - January 2014
Cohen Sales LLC February 2013 - December 2013
The EDSA Group January 2011 - May 2012
The Shobe Financial Group January 2011 - February 2012
Skills
Microsoft Office, Social Media, Microsoft Excel, Facebook, Social Media Marketing, PowerPoint, Marketing Research, Brand Management, Microsoft Word, Market Research, Event Planning, Marketing, Wordpress, Broadcast E-Mail, Sales, Sales Forecasting
Education
Louisiana State University 2008 — 2012
Bachelor of Science (B.S.), Marketing
Jesuit College Preparatory School 2004 — 2008
The Shobe Financial Group May 2014 - Present
Gary & Associates, a Private Wealth Advisory practice of Ameriprise Financial Services, Inc. April 2012 - May 2014
Associated Grocers August 2011 - April 2012
Louisiana State University August 2010 - May 2011
Skills
Strategic Financial..., Retirement Planning, Portfolio Management, Asset Allocation, Estate Planning, Financial Analysis, Financial Planning, Wealth Management, Asset Management, Series 7, CFP candidate, series 66, Mutual Funds, Marketing, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Strategic Planning
Education
Louisiana State University 2009 — 2013
Bachelor of Science (BS), Finance
University of Louisiana at Lafayette July 2015 - Present
Oceaneering January 2014 - March 2015
South Central Louisiana Technical College, Young Memorial Campus February 2005 - August 2013
The Shobe Financial Group 2003 - 2004
Paragon Development Group & Carroll Cattle Company 2002 - 2003
Colonial High School August 2001 - June 2002
City of Orlando, Technology Management Bureau April 1998 - March 2000
Orlando Police Department 1997 - 1998
Skills
Access, PowerPoint, Microsoft Office, Curriculum Development, Training, Microsoft Word, Public Speaking, Coaching, Editing, Higher Education, Curriculum Design, Captivate, Leadership Development, Supervisory Skills, Adobe Captivate, Teaching, Adobe Acrobat...
Education
University of Central Florida 1996 — 2000
Bachelor of Arts, Technical Writing
The Mutual Fund Store June 2015 - Present
The Shobe Financial Group March 2014 - August 2014
Self-Employed April 2013 - March 2014
Thrivent Financial September 2011 - October 2012
The Rodney Lough Jr. Gallery December 2010 - August 2011
The Rodney Lough Jr. Gallery February 2010 - July 2011
The Rodney Lough Jr. Gallery February 2010 - July 2011
Scena Theatre 2009 - 2009
Bad Hamlet 2009 - 2009
The Catholic University of America 2007 - 2009
Skills
Customer Service, CRM, Photoshop, Photography, Marketing Strategy, Management, Fine Art, Social Media, Social Networking, Training, Event Planning, Social Media Marketing, Performing Arts
Education
The Catholic University of America 2007 — 2009
Bachelor's Degree, Drama, Secondary Education, Psychology
Parkview Baptist High School 2005 — 2007
Bishop Sullivan High School 2003 — 2005
The EDSA Group October 1993 - 2011
The Shobe Financial Group March 1986 - 2011
Education
Louisiana State University
The Shobe Financial Group May 2013 - July 2015
The University of Alabama System September 2012 - May 2013
The Shobe Financial Group May 2012 - August 2012
Skills
Strategic Financial..., Investment Management, Series 7, Investments, Securities, Finance, Financial Reporting, Financial Services, Retirement, Financial Advisory, Personal Financial..., Personal Finance, Retirement Planning, Wealth Management, Insurance, Financial Planning
Education
Tulane University Law School 2015 — 2017
J.D. Candidate
University of Alabama 2009 — 2013
Bachelor of Science (B.S.), Personal Financial Planning
Financial Planning Association of West Texas January 2014 - Present
Texas Tech University January 2013 - Present
Peacefield WealthSolutions September 2010 - Present
Southern Methodist University September 2012 - December 2012
UT Arlington January 2011 - June 2011
ConfidentVision October 2007 - August 2010
DFW Financial Planning Association 2005 - 2008
Quest Capital Management, Inc. July 2004 - September 2007
The Shobe Financial Group December 2002 - July 2004
US Senator Phil Gramm April 1999 - December 2002
Skills
Financial Planning, Retirement Planning, Investments, Wealth Management, Asset Management, Estate Planning, Risk Management, Insurance, Education Savings, Retirement
Education
Texas Tech University 2000 — 2002
Masters, Financial Planning
Texas A&M University 1994 — 1998
B.S., Economics and Political Science
University of North Texas 1992 — 1994
HS Diploma
The Shobe Financial Group 1998 - Present
American Cast Iron Pipe Company 1991 - 1998
Skills
Financial Planning, Investment Management, Certified Investment..., Retirement Planning, Certified Financial..., Tax Planning, Estate Planning, Portfolio Management, Wealth Management, Asset Allocation, Retirement Savings, Saving for Education, insurance strategies, Investments, Financial Services
Education
Colorado State University 2011 — 2013
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2005 — 2005
The University of Texas at Dallas 1997 — 1997
Post-Graduate, Business Administration and Finance
University of Alabama 1988 — 1991
Bachelor of Science (B.S.), Mechanical Engineering
Milton High
The Shobe Financial Group February 2010 - Present
LPL Financial September 2009 - February 2010
Skills
Portfolio Management, Investment Management, Education Funding, Insurance, Financial Planning, Retirement Planning, Estate Planning
Education
Louisiana State University and Agricultural and Mechanical College
B.S. Finance
The Shobe Financial Group December 2012 - Present
The Shobe Financial Group March 2010 - December 2012
The Shobe Financial Group December 2008 - March 2010
The Shobe Financial Group July 2005 - December 2008
Skills
Microsoft Office, Strategic Financial..., Estate Planning, Retirement Planning, Education Funding, Asset Allocation, Portfolio Management, Insurance, Project Planning, Wealth Management, Investment Management, Financial Planners, Financial Services, Customer Service
Education
University of Southern Mississippi 1999 — 2005
Masters, Finance, Business Administration
The Shobe Financial Group 2006 - Present
Skills
Insurance, Office Management, Office Administration, Compliance
Education
Northwestern State University
United States Air Force August 2015 - Present
United States Air Force August 2013 - August 2015
Greg Huete Consulting July 2013 - July 2015
Mineworks Digital Marketing November 2012 - July 2015
The Shobe Financial Group February 2012 - October 2013
United States Air Force August 2008 - May 2013
Louisiana State University January 2011 - February 2012
Ron Paul 2012 PCC August 2011 - January 2012
Skills
Microsoft Office, Troubleshooting, Editing, Dreamweaver, Microsoft Excel, Web Design, Public Speaking, Project Planning, Management, Computer Hardware, Leadership, Video Editing, Software Training, Salesforce.com, Salesforce.com..., Database Design, Information Systems, Information Technology, Digital Marketing, Software Consulting, IT Strategy, Social Media, Air Force, Time Management, Access, User Interface Design, Skuid, Web Development, Event Planning, Salesforce.com..., Training
Education
Florida Institute of Technology 2015 — 2017
Master’s Degree, Commercial Enterprise in Space
Louisiana State University and Agricultural and Mechanical College 2008 — 2013
BS, Information Systems and Decision Sciences
Louisiana State University and Agricultural and Mechanical College 2008 — 2013
Minor, Aerospace Studies
C-Level Consultants, LLC September 2014 - Present
Diversified Trust September 2007 - August 2014
Meld Financial July 2006 - August 2007
The Shobe Financial Group June 2004 - June 2006
Skills
Risk Management, Strategic Planning, Time Management, Financial Planning, Wealth Management, Financial Services, Certified Financial..., Employee Benefits, Personal Finance, Operations Management, Employee Stock Options, Deferred Compensation, Non-Qualified Deferred..., Business Planning, Business Strategy
Education
University of Alabama 2000 — 2004
Bachelor's Degree, Financial Planning
The Shobe Financial Group November 2013 - June 2015
Northwestern Mutual January 2008 - July 2012
Skills
Insurance, Securities, Investments, Retirement Planning, Microsoft Office, Customer Service, Financial Services, Financial Planning, FINRA
Education
Louisiana State University
Edward Jones January 2015 - Present
The Shobe Financial Group April 2013 - December 2014
Louisiana State University April 2012 - January 2014
City/Parish of Baton Rouge Finance Division June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Personal Finance, Time Management, Leadership, Social Media, Customer Service, Community Outreach, Politics, Student Government, Political Campaigns, Finance, Investments
Education
Louisiana State University 2010 — 2014
Finance, General
Lee Financial Corporation April 2004 - Present
The Shobe Financial Group February 2002 - April 2004
Skills
Financial Planning, Estate and Tax..., Business Strategy
Education
Texas Tech University 1997 — 2001
Bachelor of Science, Family Financial Planning
JP Morgan Securities, LLC February 2015 - Present
JP Morgan Securities LLC May 2014 - February 2015
The Shobe Financial Group January 2011 - May 2014
New York Life Insurance Company August 2010 - December 2010
The Olivier Group, LLC January 2010 - August 2010
AstraZeneca May 1998 - December 2009
Capital One October 1996 - May 1998
U.S. Navy May 1988 - September 1996
Education
Florida State University 2011 — 2012
Certificate in Certified Financial Planning, Certified Financial Planning
Central Michigan University 1996 — 1998
MSA, Marketing and Administration
Tulane University 1984 — 1988
B.S., Statistics / Mathematics
Baton Rouge High School 1982 — 1984
Cox Communications January 2013 - Present
Cox Communications May 2010 - January 2013
Cox Communications April 2009 - May 2010
Clarks July 2007 - April 2009
The Shobe Financial Group November 2006 - June 2007
The Home Depot October 2004 - October 2006
Skills
Management, Sales Operations, Sales, Customer Service, Technical Support, Software Installation, Call Centers, Troubleshooting, Customer Experience, Customer Satisfaction, Telecommunications, Microsoft Office, Leadership, Carrier Ethernet, Project Coordination
Education
Louisiana State University 2001 — 2004
Bachelors of General Studies, Minors in Business, History, and Communication Studies
Florida Agricultural and Mechanical University 1999 — 2001
Northern Trust Corporation April 2014 - Present
The Shobe Financial Group July 2013 - March 2014
Northern Trust April 2008 - March 2013
Skills
Financial Analysis, Bloomberg, Fund Accounting, Fixed Income, Equities, Securities, Portfolio Management, Finance
Education
Roosevelt University
eXp Realty April 2014 - Present
Grandeur Enterprises 2005 - Present
Grandeur Developments October 2012 - Present
Beal Inc May 2011 - July 2011
The Key Club 2010 - 2011
Steve's Soul Food May 2008 - 2011
The Shobe Financial Group 2006 - 2007
Skills
Entrepreneurship, Real Estate, Management, Real Estate Development, Investments, Market Research, Analysis, Investment Properties, Customer Service, Property Management, Restaurants, Training, Urban Design
Education
Michigan State University
Finance, Real Estate Development
Michigan State University
Hospitality Business