Mary Evans



Financial Advisor, RJFS



Mary Evans, a CERTIFIED FINANCIAL PLANNERTM 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 Fortune 500 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, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.