Heidi Davis, MBA, Financial Advisor
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
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.