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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

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
About Us
www.columbiafp.com, 22 Jan 2015 [cached]
Columbia Financial Planning - Heidi Davis, CFP
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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.
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Davis has been married to husband, Rick, for 34 years and has two daughters. She is an avid gardener and enjoys Latin dancing.
Heidi ...
www.feeonlynetwork.com, 16 Dec 2013 [cached]
Heidi Davis
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Heidi Davis, CFP®, MBA Columbia Financial Planning Fee only Advisor serving clients in the State of Washington Phone: (425) 943-0001 Contact Me
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Heidi Davis is a Bellevue, WA Fee-Only Financial Planner serving Bellevue and all surrounding areas. Columbia Financial Planning, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Heidi Davis is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
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Heidi Davis is on Twitter
Heidi Davis is on Facebook
Heidi Davis is on LinkedIn
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About Heidi Davis
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Heidi Davis - Links Heidi Davis is a NAPFA-Registered Advisor Heidi Davis is a CFP® Professional Heidi Davis is a Member of The Financial Planning Association Blog - Heidi Davis, Columbia Financial Planning Heidi Davis is Featured on MyFinancialAdvice.com Heidi Davis is Featured on BrightScope
Biography: 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.
...
Heidi Davis - Links Heidi Davis is a NAPFA-Registered Advisor Heidi Davis is a CFP® Professional Heidi Davis is a Member of The Financial Planning Association Blog - Heidi Davis, Columbia Financial Planning Heidi Davis is Featured on MyFinancialAdvice.com Heidi Davis is Featured on BrightScope
About My Firm:
Relax and enjoy life.
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.
"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.
Wesley Community Center - Houston, Texas
www.wesleyhousehouston.org, 28 April 2010 [cached]
Heidi Davis
Heidi L. ...
www.linscomb-williams.com, 30 Mar 2012 [cached]
Heidi L. Davis
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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.
Linscomb & Williams
www.linscomb-williams.com, 6 April 2004 [cached]
Heidi Leuppi Davis graduated Magna Cum Laude from the University of Florida with a degree in business and a Master of Business Administration (MBA).She has obtained designations as a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®).Heidi's professional experience includes thirteen years with a national oil and gas firm.She is a member of the Financial Planning Association, American Institute of Certified Public Accountants and Texas Society of Certified Public Accountants.Heidi is also an active member of the Houston chapter of the Alzheimer's Association, serving as its President from 1996-1998.
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