Wealth Management Since 1971

HEIDI DAVIS

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HEIDI DAVIS

CPA/PFS, CFP®

MANAGING DIRECTOR

WEALTH ADVISOR

Industry Experience: 30 years

  • Graduate magna cum laude with high honors, University of Florida – B.B.A., Business
  • M.B.A., University of Florida
  • Previous industry experience as employee of ExxonMobil
  • Currently serves as voting member of L&W’s Client Service and Operations Committee and Wealth Management Committee
  • Member, Financial Planning Association, Houston Business & Estate Planning Council, American Institute of Certified Public Accountants, Texas Society of Certified Public Accountants
  • Member, Amazing Place Advisory Council, UT Health Consortium on Aging, Advocates for Healthy Aging, Metro Non-Union Pension Committee
  • Active 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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