Behavioral Finance
Discussed by Mary Clements Evans
In Partnership with the New York City Chapter
Wednesday, March 11, 2026 6:30 PM Eastern
Mary Clements Evans is a CERTIFIED FINANCIAL PLANNER®, entrepreneur, author of the Amazon best seller Emotionally Invested, and recognized thought leader in behavioral finance. As the founder of Evans Wealth Strategies and a Raymond James independent advisor and registered principal, she has built a practice with Chairman’s Club recognition. With 40 years in the financial industry, Mary specializes in guiding small businesses and multigenerational families to manage, preserve, and transfer their wealth in a meaningful way.
Before founding Evans Wealth Strategies in 2005, Mary held leadership roles in major corporations, including Vice President of Finance at Rodale Publishing. Her financial expertise extends beyond investments—she holds the CERTIFIED DIVORCE FINANCIAL ANALYST® and ACCREDITED BEHAVIORAL FINANCIAL PROFESSIONAL℠ designations and maintains securities licenses Series 7, 9, 10, 63, and 65, as well as life, health, and long-term care insurance licenses in Pennsylvania.
https://maryclementsevans.com/
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DENNIS LEWIS
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