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Shobe Current News Q2 2017

New Faces at The Shobe Financial Group

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We are excited to introduce our new interns at The Shobe Financial Group!

Bailey McNamara and Reagan Payne, both students at LSU, have joined The Shobe Financial Group as interns for our Finance and Marketing departments. Bailey, a graduating Senior majoring in Finance, plans to become a Financial Planner and receive a CFP® certification. Bailey will be assisting Shobe’s financial advisors with maintaining current financial reports and preparing financial and investment exhibits. Reagan, a Junior Marketing major, plans to attend graduate school to obtain a Master’s degree in Finance. Reagan will work with event planning and marketing activities for Shobe Financial and The EDSA Group.

Congratulations!

Joseph 2016Since the previous newsletter, Joseph Dearman, our newest team member, has passed additional exams! In addition to exams Series 7 and Series 66, he can now add that he has passed the Series 24 General Securities Principal licensing, as well as his Louisiana Life, Health and Accident Insurance examinations!

These are the 3rd and 4th exams that he has passed since joining the Shobe team. He has only one left, and that is the CFP® exam which he will sit for in July. We are very proud of Joseph, and wish him the best of luck for his final examination!

Special Events

The Shobe Financial Group would like to extend its sincere appreciation to all the families who helped make our Crawfish Boil & Jambalaya Social a great success! The weather was incredible, food delicious, and the company was delightful.  For those unable to attend the social, we hope your schedules allow you to join us next year!shobe-crawfish-sccess-email

 

 

Posted April 19, 2017 in Happenings at Shobe