Behavioral Finance
Discussed by Mary Clements Evans
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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