Meet Susy
Susy is a Sr. Financial Planner who is based in Memphis, Tennessee. Susy joined Mercer Advisors in 2025, bringing 30 years of experience in the financial services industry. She focuses on delivering comprehensive financial solutions for the clients she serves, drawing on her background as Chief Compliance Officer and Financial Planning Specialist at Vishria Bird Financial Group. Susy earned a B.A. degree in history and a B.S. degree in business administration with a focus on accounting at Christian Brothers University. She also holds the FINRA Series 65 license.
Her working style
Susy is known for her steady approach and natural attention to detail. She takes pride in delivering accurate, timely solutions while keeping clients informed at every step. Susy is dedicated to building long-term relationships with clients, taking the time to understand each person’s distinct goals and circumstances.
Susy in real life
How do you give back?
Mentoring women and being involved in the community have always been special interests for me. I am involved in Zeta Tau Alpha as an alumna and advisor as well as in Girl Scouts.
What makes you tick?
Coming from a large family, I learned the value of community, service, and being a part of something larger than myself. My parents were a selfless example of unconditional love and faith. I strive to put that love and enthusiasm in all I do.
Favorite thing about where you live?
Memphis is special to me. As a lifelong Memphian, I have a special connection to the beauty, grit, history, and soul that is Memphis. Memphis has the best barbecue, the kindest people, and the best combination of a large metropolitan area and small town feel.
Susy’s snapshots
Meet Susy’s Teammates
Robert (Bobby) Bird
Sr. Wealth Advisor
What Susy Says
Bobby brings a steady, client-first perspective that helps ensure every client feels seen, supported, and prioritized. He challenges us to think proactively, continually looking for ways to deepen relationships and expand the services that help clients achieve their goals.
Carrie Dlamini
Client Service Specialist
What Susy Says
Carrie makes client service smooth, helping ensure every client receives the full Mercer Advisors experience and benefits from the teamwork behind it. Her attention to detail and commitment to excellence help create a white-glove client experience at every stage of the relationship.
Harish Vishria
Sr. Wealth Advisor
What Susy Says
Harish is a big-picture thinker and mentor who leads with empathy, helping clients navigate legacy planning while keeping their evolving financial goals in focus. He continually looks beyond individual tasks to ensure we deliver lasting value, reliability, and exceptional client care.
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