Mary Evelyn Ramsey, CFP®, CTFA
Mary Evelyn joined our team in January of 2026. She is a CERTIFIED FINANCIAL PLANNER™ and Certified Trust Fiduciary Advisor with over a decade of experience in financial services, specializing in comprehensive wealth management, estate planning, and fiduciary trust administration. Mary Evelyn is experienced in navigating complex financial scenarios for high-net-worth individuals and families, with deep expertise in retirement planning, tax optimization, intergenerational wealth transfers, and financial planning.
Mary Evelyn graduated from the University of Tennessee at Martin with a Bachelor of Science in Agriculture. She and her husband, Skylar, have two kids, River and Rainey, and love spending their time outdoors, being on the lake, and cheering on the UT Vols.