Meet Neha
Neha is a Wealth Advisor based in Memphis, Tennessee. She joined Mercer Advisors through the acquisition of Vishria Bird Financial Group where she served as Financial Planning Specialist. Neha is a CERTIFIED FINANCIAL PLANNER® professional and Accredited Portfolio Management Advisor℠ with more than 15 years of experience in comprehensive financial planning and investment management. She has built a strong reputation for creating meticulous, client-focused financial strategies tailored to unique goals and risk tolerances. She earned a MBA from the University of Memphis in 2009 and transitioned from a background in marketing and human resources to wealth management.
Neha’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Neha has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Guiding clients through living in retirement with steady income and smart planning
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Advising physicians with insurance, debt, and investment strategies
- Advising tech professionals, including clients at Fedex and Google
Her working style
Neha’s style is built on active listening and asking open-ended questions to understand clients’ unique life goals before talking about numbers.
Neha in real life
What keeps you busy outside of work?
Spending time with my husband and two daughters.
Favorite thing about where you live?
I love to spend time in Shelby Farms in Memphis with family and friends. It is one of the largest urban parks in the country and is beautiful in spring and fall. My husband and I also enjoy the local music scene at Beale St. in downtown Memphis every now and then.
What keeps you busy outside of work?
Cooking helps me de-stress! I cook mostly out of necessity, but I do love to create fun and easy recipes from time to time. I also love to travel with my family.
Neha’s snapshots
Meet Neha’s Teammates
Harish Vishria
Sr. Wealth Advisor
What Neha Says
I like how Harish naturally gets clients talking about everything. He has the ability to think very long term and takes client care and service to another level. We work very well together and I have learned a lot from him over the years.
Robert (Bobby) Bird
Sr. Wealth Advisor
What Neha Says
Bobby is the smartest person I know; amazing with numbers and everything technical. He is very patient and great at blocking out the noise from a conversation and staying focused on the details.
Susy Todd
Sr. Financial Planner
What Neha Says
Susy is a great tax resource and exceptionally detail oriented. Having her as a part of our team is very helpful when working on a client situation where tax expertise is needed.
Naishee Shah
Financial Planner
What Neha Says
Naishee has great analytical skills and is very thorough. If there is anything that needs to be drilled down on research, she is the person for it. She has been a meticulous financial planner on our team and has executed some of the most complicated plans.
Zubin Shah
Financial Planner
What Neha Says
Zubin brings a special skillset for a number of our clients — insights on handling assets outside of the U.S. He is a hard worker, very knowledgeable and goes above and beyond to help clients.
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