Heidi L. Davis,  CFP<sup>&reg;</sup> - Financial Advisor

Heidi L. Davis, CFP®

CPA

Linscomb & Williams

1400 Post Oak Blvd, Ste 1000
Houston, TX 77056
(713) 840-1000

General

Heidi Davis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Linscomb & Williams in Houston, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Financial Advisor's Specialties

Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement, Long-term Care

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Helpful Financial Planning Resources