Mike Searcy

Mike Searcy

ChFC®, CWS®
Sr. Private Wealth Advisor, Partner
Phoenix, AZ
mike.searcy@bluetrust.com
(480) 820-2660
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Mike Searcy is a senior private wealth advisor for the Private Wealth division and partner of Blue Trust and serves his clients out of the office in Phoenix, Arizona.

As an experienced wealth advisor to individuals, families, and businesses, Mike uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them.

Before his current role, Mike served for 22 years as the managing director of the Phoenix office, overseeing the day-to-day operations, growth, and expansion.

Mike earned his BS degree from Arizona State University and the Chartered Financial Consultant® (ChFC®) designation from the American College in Bryn Mawr, Pennsylvania. He is also a Certified Wealth Strategist® (CWS®).

Active in his community, Mike has served as chairman of the board of his local church in Tempe, Arizona where he taught adult Sunday school classes for many years. He is the past chairman of the board of The Presidential Prayer Team, a national organization dedicated to daily prayer for the President of the United States.

Mike and his wife, Cyndi, have two married children and three grandchildren and live in Chandler, Arizona.

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

Economic Review & Outlook Second Quarter 2024

Introducing Blue Trust’s New CEO

Can a Charitable Distribution Help You Meet Your IRA Required Distribution?

Economic Review & Outlook Second Quarter 2024

Introducing Blue Trust’s New CEO

Can a Charitable Distribution Help You Meet Your IRA Required Distribution?

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