HEIDI DAVIS
CPA/PFS, CFP®
MANAGING DIRECTOR
SENIOR WEALTH ADVISOR
Industry Experience: 32 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, 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