Bailey N. McNamara

CFP®, MBA
CERTIFIED FINANCIAL PLANNER®

Meet Bailey

Bailey N. McNamara is a CERTIFIED FINANCIAL PLANNER® based in Baton Rouge, Louisiana.

Bailey McNamara is a CERTIFIED FINANCIAL PLANNER® professional who finds great fulfillment in witnessing the positive impact of well-crafted financial strategies on her clients’ lives. With a meticulous approach, she empowers individuals to achieve their unique aspirations and financial objectives.

As a graduate of Louisiana State University with a bachelor’s degree in finance and having also earned an MBA from Clemson University, Bailey brings a robust educational foundation to her practice. She holds Series 7 and Series 66 registrations and Life and Health insurance licenses, underscoring her commitment to providing comprehensive financial guidance.

Beyond her professional endeavors, Bailey is a passionate sports enthusiast, fervently supporting both of her alma mater teams. While based in Greenville, SC, she still makes frequent visits to Baton Rouge to reconnect with friends and family. Bailey also treasures spending leisure time at her family’s lake house nestled in the Carolina mountains.

 

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 8 years financial industry experience
  • 8 years with The Shobe Financial Group
  • 2 years with Carson Wealth—The Shobe Financial Group
2. Icon / 2. Decorative / Product / Fee Trades Copy Certifications
  • CFP®
  • MBA

Carson Wealth

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

Greenville, SC

Direct Line

225-763-7034