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Mini heidi davis linscomb williams
Linscomb & Williams
Houston, TX

Heidi Davis

CFP®, CPA, PFS
Helping clients to secure their futures and achieve their goals.
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Meet Heidi

Heidi is a Wealth Advisor at Linscomb & Williams (L&W) and has served in this role since 1993. Prior to joining the firm, Heidi worked 13 years with Exxon, an international oil and gas firm. She graduated from the University of Florida with a degree in business and a Master of Business Administration (MBA). She has held memberships in the Financial Planning Association, American Institute of Certified Public Accountants, the…

Heidi is a Wealth Advisor at Linscomb & Williams (L&W) and has served in this role since 1993. Prior to joining the firm, Heidi worked 13 years with Exxon, an international oil and gas firm. She graduated from the University of Florida with a degree in business and a Master of Business Administration (MBA). She has held memberships in the Financial Planning Association, American Institute of Certified Public Accountants, the Texas Society of Certified Public Accountants and the Houston Business & Estate Planning Council. Heidi served on the
Board of the Wesley Community Center, the Foundation Board of St. Luke’s Methodist Church and on various committees for Amazing Place. She also served as president and board member of the Alzheimer’s Association – Houston Chapter. Heidi is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER™ professional, and a Personal Financial Specialist (PFS).


Services offered

Investment Management
Financial Planning
Retirement Planning
Tax Planning
Long-Term Care Planning

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CPA - Certified Public Accountant
PFS - Personal Financial Specialist

Memberships

FPA - Financial Planning Association
AICPA - American Institute of Certified Public Accountants

Education

MBA - University of Florida
Bachelors - University of Florida
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