Mary Evans, a CERTIFIED FINANCIAL PLANNER™ professional and Raymond James registered principal, specializes in assisting small businesses and multigenerational families manage, preserve, and transfer their wealth in a meaningful way.
Mary has earned the CERTIFIED DIVORCE FINANCIAL ANAYLYST® designation. She currently holds securities license Series 7, 9, 10, 63 and 65 as well as life, health and long-term care insurance licenses in Pennsylvania.
She received a Bachelor's Degree in Accounting from Temple University, and spent 25 years in corporate finance for several large companies including Exide Battery, Goodall Rubber, Kellogg's and most recently, held the position of Vice President of Finance for Rodale Publishing.
She has been an independent Financial Advisor since 2005, applying her 35 years of financial experience to create truly personalized, comprehensive plans from basic needs to complex goals. Mary is dedicated to educating clients by translating complex financial issues into simple, understandable concepts, and creating action plans to help meet clients' individual goals.
As an active member of the community, Mary currently serves as President of the Good Shepherd Women's Giving Circle.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.