Carson Group acquires Louisiana firm managing $500 million
The deal for Baton Rouge-based Shobe Financial Group was driven by succession planning considerations.
Carson Group said it has acquired Shobe Financial Group, a Baton Rouge, Louisiana-based wealth management firm overseeing $500 million in assets under management, in a deal motivated by the firm’s need for a succession plan.
The 16-person firm was founded in 1983 and is led by Ed Shobe, partner
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