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William R. Pomeroy, former Executive Vice President of The Shobe Financial Group, and The EDSA Group, is on extended leave. Bill was actively involved in these organizations from 1986 intil 2010. Throughout the years, Bill has been actively involved with community and industry organizations, including: two-time former chairman of the Louisiana Business Group on Health and The Louisiana Health Care Alliance, instructor/sponsor for Junior Achievement, served on the Grants Committee for the Foundation for Financial Planning, twice serving on the Pass/Fail Committee for the ICFP Board of Standards Testing, and on the FPA Government Relations Tax Subcomittee. Bill was a member of the U.S. Department of Treasury’s task force on Financial Empowerment/National Endowment for Financial Education task force.Bill has been interviewed and quoted in many publications including the Journal of Financial Planning, FPA Magazine, Dow Jones' Investment Advisor Magazine, Smart Money Magazine, Financial Planning, H.R. Magazine, National Underwriter, The Greater Baton Rouge Business Report, The Advocate, and The Times Picayune. Bill was also a contributing author to the book entitles "Tips From The Top". He has spoken at a number of local, national, and international professional organizations and conferences including the Financial Planning Association Success Forum, the Personal Finance Employee Education Conference, and the Houston Society of CPA's.Bill has a Master of Science degree in marketing from Louisiana State University where he has also taught. Bill is also a decorated Vietnam Veteran.Specialties: Financial Planning, Investment Management, Wealth Building, Portfolio Management, Retirement Planning, Estate Planning, Tax Planning, Education Funding, Insurance Evaluation, Asset Allocation, Securities Analysis.
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Former PresidentThe Edsa Group Oct 1993 - 2011Bill has served as the president of The EDSA Group, Inc., a national licensor and provider of financial education and training programs. As a national leader in comprehensive financial education, EDSA strives to empower participants with the knowledge to make informed financial decisions through its proven curricula.The EDSA Group, Inc. is independent of Raymond James. -
Former Executive Vice PresidentThe Shobe Financial Group Mar 1986 - 2011The Shobe Financial Group is an independent service identity. Advisory services and business consulting services are offered through Shobe & Associates, Inc., an independent Registered Investment Advisor. Securities are offered through Raymond James financial Services, Inc. Member FINRA & SIPC.Shobe & Associates, Inc, part of The Shobe Financial Group, is the oldest independent registered investment advisory (RIA) firm located in Baton Rouge, Louisiana. We specialize in… Show more The Shobe Financial Group is an independent service identity. Advisory services and business consulting services are offered through Shobe & Associates, Inc., an independent Registered Investment Advisor. Securities are offered through Raymond James financial Services, Inc. Member FINRA & SIPC.Shobe & Associates, Inc, part of The Shobe Financial Group, is the oldest independent registered investment advisory (RIA) firm located in Baton Rouge, Louisiana. We specialize in providing comprehensive financial plannning, and investment management services to a wide range of businesses, families, individuals, physicians, pre-retirees, retirees, and professionals. Over time, we have built a particular knowledge base reflecting in-depth work focusing in these areas. Although we specialize in these concentrations, we are also able to bring value to other unique circumstances in which you may need our guidance.Information contained herein is intended for use by individuals in states where a member of The Shobe Financial Group staff is registered, or where an exception from registration is available, and no new account will be accepted unless and until all local regulations have been satisfied. Show less
Bill Pomeroy Education Details
Frequently Asked Questions about Bill Pomeroy
What is Bill Pomeroy's role at the current company?
Bill Pomeroy's current role is Former Executive Vice President.
What is Bill Pomeroy's email address?
Bill Pomeroy's email address is bp****@****oup.com
What is Bill Pomeroy's direct phone number?
Bill Pomeroy's direct phone number is +122577*****
What schools did Bill Pomeroy attend?
Bill Pomeroy attended Louisiana State University.
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2opco.com, wfadvisors.com
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Bill Pomeroy
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Bill Pomeroy, MBA
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