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This profile was last updated on 10/3/15  and contains information from public web pages and contributions from the ZoomInfo community.

Executive Vice President

Phone: (713) ***-****  
Email: h***@***.com
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

Board Memberships and Affiliations

Education

  • Bachelor's Degree , Business Administration
    University of Washington
  • MBA
  • MBA
    Northeastern University
45 Total References
Web References
Columbia Financial Planning - ...
columbiafp.com [cached]
Columbia Financial Planning - Heidi Davis, CFP
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Posted by Heidi Davis | May 16, 2012
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By Heidi Davis, CFP®
Columbia Financial Planning - ...
columbiafp.com [cached]
Columbia Financial Planning - Heidi Davis, CFP
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Posted by Heidi Davis | September 1, 2011
Columbia Financial Planning - ...
columbiafp.com [cached]
Columbia Financial Planning - Heidi Davis, CFP
Columbia Financial Planning - ...
columbiafp.com [cached]
Columbia Financial Planning - Heidi Davis, CFP
Columbia Financial Planning - ...
columbiafp.com [cached]
Columbia Financial Planning - Heidi Davis, CFP
...
When clients come to Heidi Davis, CFP, they are often stressed out, anxious, and looking for hope. "They're busy working and caring for their families, and they don't have time to research the complexities of 401ks, IRAs, stock options, and college savings plans," Davis says.
Heidi Davis
"Meanwhile, they're concerned they haven't saved enough money for retirement. That's when Davis, who earned her MBA from Northeastern University, teams up with her clients to brainstorm creative ideas based on state-of-the-art financial information.
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Davis believes that all costs should be transparent. Whether she is recommending investments, guiding you on how to sell stock options, or helping you cost effectively withdraw money in retirement, all costs will be clear from the start.
Other People with the name "Davis":
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