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HEIDI DAVIS

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HEIDI DAVIS

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HEIDI DAVIS

CPA/PFS, CFP®

MANAGING DIRECTOR

SENIOR WEALTH ADVISOR

  • Member of the LW Wealth Advisory Working Group
  • Began career at ExxonMobil
  • Graduate, University of Florida – B.B.A., Business
  • M.B.A., University of Florida
  • Member, Financial Planning Association, American Institute of Certified Public Accountants, Texas Society of Certified Public Accountants
  • Member, Amazing Place Advisory Council, Houston Junior Forum
  • Past member, UT Health Consortium on Aging, Advocates for Healthy Aging, Metro Non-Union Pension Committee
  • Past member of St. Luke’s United Methodist Church, Foundation Investment Committee, and past president of the Alzheimer’s Association, Houston Chapter

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ABOUT Linscomb Wealth

Linscomb Wealth ("LW"), previously operating as Linscomb & Williams, Inc., is a registered investment adviser with the Securities and Exchange Commission. We are a full-service, wealth management firm helping individuals and families build, preserve, and manage wealth based on their specific circumstances. Headquartered in Houston, Texas and serving investors nationwide, we have over 50 years of experience aimed at helping families identify their objectives and creating customized plans to work towards achieving their goals.

Principal Office:

  • 1333 West Loop South
    Suite 1500
    Houston, TX 77027
  • 713.840.1000
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*Data as of 3/31/24
The information presented is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any securities. Linscomb Wealth’s website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment advisory services are offered through Linscomb Wealth, a registered investment adviser, previously operating as Linscomb & Williams, Inc., with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. Investment concepts and products involve risk. Linscomb Wealth is a wholly owned subsidiary of Cadence Bank. Services offered by Linscomb Wealth are not guaranteed or endorsed by Cadence Bank.
Not FDIC-Insured | No Bank Guarantee | May Lose Value
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