Mary Carlson

Financial Behavior Storyteller

Dr. Mary Bell Carlson, CFP®, AFC®, is a financial behavior expert, well-known speaker, podcaster, and storyteller. From the bowels of the Pentagon to the halls of Capitol Hill to the main streets of counties, Mary’s work has influenced countless individuals and families to improve their financial well-being. Mary is the President and founder of Financial Behavior Keynote Group, a speaking, consulting, and education firm providing thought leadership on financial behavior change. Mary is the co-host of the Real Money, Real Experts podcast and an adjunct faculty member for the University of Georgia.


Doctorate in financial planning with an emphasis in financial therapy
Certified Financial Planner (CFP®) professional
Accredited Financial Counselor (AFC®)