Meet Bobby
Bobby is a Sr. Wealth Advisor based in Memphis, Tennessee. He joined Mercer Advisors through the acquisition of Vishria Bird Financial Group where he served as a partner for seven years. Bobby is a CERTIFIED FINANCIAL PLANNER® professional. He earned a B.A. degree in finance from the University of Memphis. Bobby’s interest in finance was sparked during his teenage years when a mentor introduced him to the Wall Street Journal, igniting his passion for the stock market.
Bobby’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, Bobby has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
His working style
Known for his honest, analytical, and reassuring demeanor, Bobby is dedicated to crafting tailored strategies for his clients. His expertise is shaped by his own personal experiences, motivating him to expand investment horizons and continually introduce innovative ideas.
Bobby in real life
What keeps you busy outside of work?
I have practiced karate since I was 12 years old. I enjoy teaching the next generation.
What makes you tick?
My dad was career military. His dedication taught me the importance of hard work. As a kid we moved a lot and I spent a good portion of my childhood in Germany. This experience gave me a much broader view of the world.
Any words you try to live by?
In martial arts there is a saying, “Beginner’s mind,” which means we must always be open to learning.
Ready to learn more?
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