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This profile was last updated on 6/23/14  and contains information from public web pages and contributions from the ZoomInfo community.

Executive Vice President

Linscomb & Williams Inc.
1400 Post Oak Blvd Tenth Floor
Houston, Texas 77056
United States

Company Description: Linscomb & Williams is a financial advisory firm of former practicing attorneys and certified public accountants offering fee-based investment management and...   more
Background

Employment History

  • Afinancial Advisor
    Columbia Financial Planning
  • Member, Bellevue Office
    Northwest Financial
  • Financial Advisor
    Northwest Financial
  • Friendswood, Chemicals
    Exxon Mobil Corporation
  • President
    Alzheimer's Association

Board Memberships and Affiliations

Education

  • Master of Business Administration ( MBA
    University of Florida
  • degree , business
    University of Florida
  • Master of Business Administration ( MBA )
    University of Florida
25 Total References
Web References
Columbia Financial Planning - ...
www.columbiafp.com, 17 April 2014 [cached]
Columbia Financial Planning - Heidi Davis, CFP
...
Heidi Davis Heidi Davis, CFP®, MBA, is afinancial advisor at Columbia Financial Planning, based in Bellevue, Washington.
Davis has more than 20 years of experience in the financial services industry, including stints at large regional banks. As a former vice president in corporate lending, she consulted with clients to help them efficiently finance their operations. As a financial adviser at American Express Financial Advisers, she developed the skills and knowledge to start her own business. After raising her two daughters, she launched her own business, Columbia Financial Planning, in 2006.
Davis has a different philosophy than most financial planners. She doesn't believe in managing her clients' investments and taking a percentage of their total portfolio as compensation. Furthermore, her philosophy is that all costs should be transparent.
Clients' finances are often extremely complex, so she does a deep dive on financial plans that can take several months to create. She puts a large emphasis on asset allocation and encourages her clients to invest in low-cost index funds.
...
Davis has been married to husband, Rick, for 34 years and has two daughters. She is an avid gardener and enjoys Latin dancing.
Jun 13 2011 12:00AM
www.fpanet.org, 13 June 2011 [cached]
"Don't give up on retirement planning, even at 57 years young," said FPA member Heidi Davis, CFP®, MBA, of Columbia Financial Planning, LLC.
Davis suggests that you look into the following options:
...
"Don't look back," Davis said.
Heidi L. ...
www.linscomb-williams.com, 30 Mar 2012 [cached]
Heidi L. Davis
...
Heidi Davis graduated Magna Cum Laude from the University of Florida with a degree in business and a Master of Business Administration (MBA). She is a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS) and a CERTIFIED FINANCIAL PLANNER™ practitioner. Heidi's professional experience includes 13 years with an international oil and gas firm. She has held memberships in the Financial Planning Association, American Institute of Certified Public Accountants and Texas Society of Certified Public Accountants. Heidi serves on the board of the Wesley Community Center as chairman of the finance committee. She is a member of the Houston Business & Estate Planning Council, as well as past president and current member of the Alzheimer's Association, Houston chapter.
Email Heidi Davis at hdavis@linscomb-williams.com.
Northwest Financial Planning
www.northwestfp.com, 1 Dec 2006 [cached]
Heidi Davis, MBA, Financial AdvisorBellevue Office
Email: heidi@northwestfp.com
With more than 16 years in the financial services industry, Heidi has assisted professionals, executives, individual investors, and small business owners with financial planning opportunities and strategies.Prior to joining Northwest Financial, Heidi was a Financial Advisor at American Express.Services included comprehensive financial and investment plans, cash management, insurance, education funding, taxes, retirement and estate planning.In a relationship manager capacity, Heidi coordinated and offered a variety of advanced financial products designed for her clients by internal and external specialists.
As a Vice President in Corporate Lending at Security Pacific Bank (now Bank of America), Heidi served as the primary relationship officer for several Pacific Northwest organizations.She researched client needs, completed financial analysis, and managed a commercial loan portfolio of over $100 million.
Heidi holds a Bachelor's Degree in Business Administration from the University of Washington, a Master's in Business with an emphasis in Finance from Northeastern University in Boston, and membership in the Financial Planning Association.She has completed the Certified Financial Planner Education Program and the Financial Planner Challenger Review Course through the College for Financial Planning.
Heidi's community and volunteer interests include supporting the Bellevue Schools, her church, neighborhood, youth soccer and United Way.
"I joined Northwest Financial to offer independent financial advice and unique, client-driven, financial solutions.Using fee only compensation with all clients and receiving no incentives from other financial organizations (brokerage, bank, insurance or mutual fund companies), allows planners to offer a higher level of objectivity.Also, since each client's situation is unique, they can benefit from client-driven personalized financial alternatives and recommendations."
Heidi can be reached at 425/943-0001.
kingcountyjournal.com - Walt Brown
www.kingcountyjournal.com, 28 Mar 2004 [cached]
Heidi Davis has joined the Bellevue office of Northwest Financial as a personal financial advisor.
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