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This profile was last updated on 7/18/2017 and contains contributions from the  Zoominfo Community.

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Wrong Heidi Davis?

Heidi L. Davis

Executive Vice President

Linscomb & Williams Inc.

HQ Phone:  (713) 840-1000

Email: h***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

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 financial planning services in Houston, Texas. Established in 1971, we have over 40 years of experienc...more

Background Information

Employment History

Member, Bellevue Office

Northwest Financial Group LLC


Friendswood, Chemicals

Exxon Mobil Corporation


Affiliations

Alzheimer's Association

President


Wesley Community Center , Inc.

Board Member


Columbia Financial Planning , LLC

CFP Financial Advisor


Houston Business & Estate Planning Council

Member


American Express Company

Financial Adviser


Texas Society of Certified Public Accountants

Member


American Institute of Certified Public Accountants Inc

Member


Financial Planning Association

Member


NAPFA-Registered Advisor

Advisor


Education

Bachelor's Degree

Business Administration

University of Washington


MBA


MBA

Northeastern University


Master of Business Administration ( MBA

University of Florida


degree

business

University of Florida


Web References(32 Total References)


Houston Financial Planners and Analysts | Linscomb & Williams

www.linscomb-williams.com [cached]

Heidi 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.


Houston Financial Planners and Analysts | Linscomb & Williams

www.linscomb-williams.com [cached]

Heidi 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.


www.linscomb-williams.com

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.


Adell Stephen

www.fpahouston.org [cached]

Davis HeidiLinscomb & Williams IncSuite 10001400 Post Oak BlvdHouston , TX 77056-3005713-840-1000hdavis@linscomb-williams.com


Contact

columbiafp.com [cached]

Columbia Financial Planning - Heidi Davis, CFP


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