Heidi Davis, CPA/PFS, CFP®

Heidi Davis is a Senior Wealth Advisor who began her career at ExxonMobil. She graduated magna cum laude with a BS and holds both BBA and MBA degrees from the University of Florida. Heidi is a CFP® and a CPA/PFS. She has served as President of the Board for the Alzheimer’s Association, Houston Chapter, and currently sits on the Advisory Council for Amazing Place in Houston. At Linscomb Wealth, she is also the Philanthropic Chair, passionately championing the firm’s volunteering initiatives. Outside of the office, Heidi is a wine and food enthusiast. She enjoys hiking, traveling, watching old movies, volunteering, and going to concerts.

Certifications
CERTIFIED FINANCIAL PLANNER^®, Certified Public Accountant/Personal Financial Specialist (CPA/PFS)

Favorite Book
The Agony & the Ecstasy by Irving Stone

Favorite Music/Podcast
Pink Floyd’s Dark Side of the Moon; Led Zeppelin’s Stairway to Heaven