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Corey Bird

Client Advisor

Corey began his wealth management career in 2003 as Senior Representative with Woodbury Financial. He worked as a Commercial Real Estate professional for Marcus Millichap in Seattle, Washington before working as a Financial Advisor with Piper Jaffray. Corey moved from Washington to Arizona and joined Rowland Carmichael Advisors as a Wealth Manager in 2007, eventually becoming a partner with the firm in 2017. He joined Mercer Advisors in 2020. Corey’s areas of expertise include high-net-worth financial planning, trust administration, estate planning and life insurance strategies. Most recently Corey worked as a wealth strategist for ultra-high-net-worth families and business owners. Corey received his Bachelor of Science in Business Administration with a specialization in Finance from Central Washington University with cum laude honors in 2003. He is also a Master of Psychology and Finance, obtained from Grand Canyon University. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner, (CFP®) and a Major in the United States Army Reserve. Corey enjoys camping, fishing, hunting and golf.

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