Linscomb & Williams
Industry: Company
DescriptionHeadquarters: Houston, TX Founded: 1971 Parent organizations: Cadence Bank, Encore Bancshares, Inc.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportLinscomb & WilliamsWebsiteDirections Saved (0) Saved Save 1 Google review Financial planner in Houston, Texas Address: 1400 Post Oak Blvd #1000, Houston, TX 77056 Phone: (713) 840-1000: : Hours: Category: Website: : : : Place name: : Website: http://www.linscomb-williams.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Linscomb & Williams Posting publicly on the Web Write a review Reviews 1 Google review
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Linscomb & Williams Employees
Macquarie Group November 2014 - Present
Linscomb & Williams June 2012 - November 2014
Marmon/Keystone LLC August 2011 - May 2012
Cypress-Fairbanks I.S.D. August 2006 - July 2011
Skills
Mathematics Education, Project Management, Project Coordination, Team Management, Microsoft Office, Building Relationships, Invoice Processing, Mathematical Analysis, Accounts Payable, Portfolio Management, Invoice Verification, Data Analysis, Team Building
Education
Houston Baptist University 2013 — 2014
Master of Business Administration (MBA)
University of Houston 2002 — 2005
Bachelor of Business Administration (BBA), Finance, General
One Source Risk Managment and Funding February 2012 - Present
Linscomb & Williams December 2003 - March 2008
Charles Schwab January 2001 - January 2003
The Ranch Radio Group KRNH January 2000 - January 2001
Kerrville Area Chamber of Commerce January 1999 - January 2000
Education
Schreiner University 1996 — 2001
Bachelor of Arts, Business Administration
Linscomb & Williams July 2013 - Present
Amegy Bank 2003 - July 2013
Amegy Investments 2003 - July 2013
Wells Fargo 2001 - 2003
JPMorgan Chase & Co. 1997 - 2001
Morgan Stanley 1996 - 1997
Skills
Business Strategy, Capital Markets, M&A experience, Cross-functional Team..., Valuation, Financial Analysis, Financial Modeling, Due Diligence, Banking, Business Development, Investment Management, Strategic Financial..., International Business..., International Investment, Investments, Credit Analysis, Negotiation, Private Equity, Corporate Finance, Mergers & Acquisitions
Education
Cornell University - Johnson Graduate School of Management
MBA
Chapman University
BA, Social Sciences (Pre-Law)
Linscomb & Williams April 2013 - Present
Southwest Securities March 2010 - April 2013
Municipal Advisory Council of Texas May 2008 - March 2010
Education
The University of Texas at San Antonio 2003 — 2007
finance
Linscomb & Williams October 2013 - Present
Linscomb & Williams June 2012 - September 2013
Linscomb & Williams February 2011 - May 2012
Monroe Vos Consulting Group, Inc. July 2008 - February 2011
Education
University of St. Thomas - CFP® Certification Education Program 2011 — 2011
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2007
BBA, Finance
Linscomb & Williams February 1998 - Present
Education
Texas Tech University
Linscomb & Williams January 2012 - Present
UHY Capital Advisors, LLC February 2006 - January 2012
Envestnet Asset Management February 2004 - February 2005
Education
Texas State University-San Marcos 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance
Integra Wealth Advisors, LLC November 2011 - Present
Affinity Planning Solutions LLC September 2010 - November 2011
Johnson, Bender & Company September 2007 - August 2010
Linscomb & Williams July 2000 - August 2007
PartnersInWealth September 1998 - July 2000
Briaud Financial Planning January 1997 - August 1998
Skills
Wealth Management, Strategic Financial..., Financial Advisory, Investment Management, Investment Advisory, Retirement Planning, Investments, Retirement, Estate Planning, Asset Allocation
Education
College for Financial Planning 1998 — 2000
Texas A&M University 1994 — 1998
BBA, Finance
Linscomb & Williams August 1996 - Present
Education
Louisiana State University 1972 — 1978
BS, Business
Linscomb & Williams May 2010 - Present
Larry E. Napier, CPA January 2008 - April 2010
Kriti Exploration, Inc. September 1984 - December 2007
Skills
Wealth Management, Retirement Planning, Finance, Estate Planning, Investments, Strategic Financial..., Financial Services, CRM, Financial Analysis, Business Development
Education
University of Southern Mississippi 1962 — 1965
BS, Accounting and Business
Fidelity Investments October 2013 - Present
Linscomb & Williams June 2010 - October 2013
Fidelity Investments Institutional Brokerage Group 2000 - 2008
Education
Baylor University - Hankamer School of Business
MBA
Linscomb & Williams 2007 - Present
Davis Hamilton Jackson & Assoc. 1992 - 2007
Education
University of Michigan - Stephen M. Ross School of Business 1965 — 1966
MBA, Finance
YPM Interests, LLC September 2011 - Present
Enviro Group February 2011 - September 2011
Linscomb & Williams November 2007 - March 2011
US Fiduciary April 2004 - May 2007
Vista Analytics September 1997 - April 2004
Skills
Strategic Financial..., Investments, Wealth Management, Financial Analysis, Mergers, International Business..., Project Finance, Finance, Management, Asset Management, Financial Modeling, Strategic Planning, Alternative Investments, Portfolio Management, Risk Management, Due Diligence, Investment Management, Investment Advisory, Private Equity, Financial Services, Mergers & Acquisitions, Financial Planning
Education
University of California, Santa Barbara 1989 — 2004
BA, Accounting & Psychology
Rice University 1994 — 1996
MBA, Finance & Entrepreneurship
Linscomb & Williams May 1996 - Present
Melton & Melton, CPA 1985 - 1990
Skills
Investments, Financial Planning
Education
Jones Graduate School of Business, Rice University 1994 — 1997
MBA, Finance
The University of Texas at Austin
BBA, Accounting
Linscomb & Williams March 2000 - Present
Skills
Alternative Investments, Asset Allocation, Financial Analysis, Strategic Financial..., Equities, Investment Management, Retirement Planning, Investments, Mutual Funds, Investment Strategies, Portfolio Management, Wealth Management, Investment Advisory, Asset Managment, Asset Management, Microsoft Excel, Management, Series 63, Series 7, Fixed Income, Estate Planning, Finance
Education
University of Houston 2002 — 2003
MBA
Texas A&M University 1994 — 1999
B.S.
Hamshire-Fannett High School 1990 — 1994
HS
Linscomb & Williams March 2013 - Present
BBVA Compass April 2007 - March 2013
AmSouth Bank July 2002 - December 2006
Charles D. Haines, LLC June 2000 - July 2002
The Welch Group, LLC September 1990 - June 2000
Skills
Investments, Retirement Planning, Estate Planning, Financial Planning, Insurance
Education
University of Alabama at Birmingham 1988 — 1992
BS, Accounting
The University of Alabama at Birmingham
Integra Wealth Advisors, LLC November 2011 - Present
Linscomb & Williams June 2002 - November 2011
Skills
Wealth Management, Wealth, Finance, Retirement Planning, Strategic Financial..., Investment Management, Financial Advisory, Asset Allocation, Investment Strategies, Estate Planning, Wealth Management..., Retirement, Personal Financial..., High Net Worth..., Financial Planning
Education
College for Financial Planning 1989 — 1991
Baylor University - Hankamer School of Business 1984 — 1988
BBA, Personal Financial Planning
Linscomb & Williams June 2014 - Present
Tanglewood Legacy Advisors, LLC April 2013 - May 2014
BBVA Wealth Solutions, Inc. June 2011 - March 2013
BBVA Wealth Solutions, Inc. June 2010 - May 2011
BBVA Wealth Solutions, Inc. June 2006 - May 2010
Education
University of Houston, C.T. Bauer College of Business 2008 — 2011
Bachelor's of Business Administration, Finance, Magna Cum Laude
Linscomb & Williams April 2011 - Present
Monroe Vos Consulting Group, Inc. 2009 - 2011
Skills
Social Media, Branding & Identity
Education
University of Oklahoma 2004 — 2008
B.A., Advertising / Journalism
Linscomb & Williams October 2014 - Present
NettWorth Financial Group May 2011 - September 2014
Goldwasser Real Estate March 2010 - April 2011
Goldwasser Real Estate 2010 - 2010
Louis Shanks of Texas March 2008 - May 2009
Education
Texas State University 2003 — 2007
Bachelors, Interior Design
PwC June 2015 - Present
Linscomb & Williams January 2015 - June 2015
University of Houston July 2014 - August 2014
Frierson, Sola, Simonton, & Kutac PLLC March 2014 - June 2014
Parallon February 2013 - March 2014
Walmart November 2012 - February 2013
Skills
Microsoft Office, Communication, Analysis, Microsoft Word, Time Management, PowerPoint, Microsoft Excel, Customer Service, Teamwork, Leadership, Team Leadership, Research, Data Analysis, Training, Team Building, Customer Satisfaction, Retail, Editing
Education
University of Houston 2012 — 2016
Bachelor of Business Administration (B.B.A.), Supply Chain Management and Management Information Systems, Cumulative GPA: 3.5
University of Houston, C.T. Bauer College of Business 2012 — 2016
Management Information Systems, General
Asset Management Advisors, Inc. January 2014 - Present
Financial Planning Association January 2013 - Present
Integra Wealth Advisors, LLC November 2011 - January 2014
Financial Planning Association January 2009 - December 2011
Linscomb & Williams 2006 - 2011
Financial Planning Association (FPA) of Houston January 2004 - December 2009
JPMorganChase 2000 - 2006
Prudential Financial Planning Services 1998 - 1999
BankIllinois 1989 - 1998
Skills
Wealth Management, Retirement Planning, Investment Management, Estate Planning, Personal Financial..., Strategic Financial..., Insurance, Leadership, Investment Advisory, Financial Services, Wealth, Retirement, Financial Advisory, Finance, Banking, High Net Worth..., Mutual Funds, Financial Planners, Financial Planning
Education
University of Houston, C.T. Bauer College of Business
Certified Financial Planner (CFP) Board of Standards - Registered Financial Planning Program
University of Illinois at Urbana-Champaign
BS, Consumer Economics with Financial Planning concentration
American Bankers Association - American Institute of Banking
Banking
Linscomb & Williams December 2014 - Present
First Data Corporation March 2014 - December 2014
Bank of America Merrill Lynch August 2013 - March 2014
Dealogic February 2012 - March 2013
JPMorgan Chase November 2009 - July 2011
Skills
Banking, Bloomberg, Investments, Leadership, Microsoft Excel, Economics, Windows 7, Microsoft Office, Access, PowerPoint, Analysis, Management, Credit Analysis, Bloomberg Terminal, Research, Financial Markets, SPSS, Quicken, Reuters, Options, Accounting, Investment Banking, Series 7
Education
Baruch College, Zicklin School of Business 2011 — 2012
MS, Finance
Long Island University 2005 — 2008
Bachelor's Degree
Bard High School Early College 2001 — 2005
High School Diploma and AA Degree, Liberal Arts
Burnett Specialists / Choice Specialists February 2015 - Present
Omega Institute for Holistic Studies July 2014 - August 2014
Linscomb & Williams July 2013 - August 2013
Finley Resources Inc June 2012 - August 2012
Tejas Office Products, Inc. 2011 - 2011
D.E. Harvey Builders June 2010 - August 2010
Skills
Economics, Finance, Energy Industry, Microsoft Excel, Leadership, Management, Financial Analysis, Marketing, Training, Microsoft Office
Education
Texas Christian University 2010 — 2014
Bachelor of Science (BS), Economics
Texas Christian University 2010 — 2014
Bachelor of Science (B.S.), Economics
Linscomb & Williams January 2014 - Present
Goodwill Workforce Development April 2012 - December 2013
CS Financial Group November 2005 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Administrative..., Public Speaking, Employee Training, Case Managment, Job Search Strategies, Appointment Scheduling, Customer Service, Community Outreach, Social Services, Financial Services, Mentoring, Nonprofits
Education
University of Houston-Downtown
Bachelor of Science, Psychology
Linscomb & Williams April 2011 - Present
AXA Advisors October 2009 - April 2011
Charles Schwab January 2008 - October 2009
Education
The University of Texas at Austin
BA, Economics
Ultimate Linings April 2013 - Present
Raymond James October 2011 - April 2013
John M. Floyd & Associates June 2009 - October 2011
KB Home March 2011 - August 2011
Brookdale Senior Living July 2008 - November 2008
Linscomb & Williams June 2003 - July 2008
MM's Designs May 1999 - January 2000
Skills
Microsoft Excel, Customer Service, Microsoft Office, Strategic Planning, Team Building, Public Speaking, Microsoft Word, Marketing, Sales, Marketing Strategy, Event Management, Marketing Communications, Research, Advertising, Time Management, Editing, Human Resources, Trade Shows, Event Planning, Data Entry, Community Outreach
Education
Sam Houston State University 1984 — 1989
Linscomb & Williams April 2013 - Present
Monroe Vos Consulting Group July 2010 - April 2013
Integrated Financial Planning Center June 2009 - June 2010
Realty Links LLC March 2009 - May 2009
Skills
Financial Analysis, Microsoft Office
Education
The University of Texas at Austin 2006 — 2010
BBA, Finance
Pembroke Advisors, Inc. March 2003 - Present
Golden Gate University Ageno School of Business 2010 - Present
Linscomb & Williams March 1994 - July 2000
Education
Louisiana State University 1976 — 1982
MS-Finance, BS-Bus Adm, Finance, Investments
Linscomb & Williams November 2013 - Present
BBVA Wealth Solutions January 2005 - April 2013
E*TRADE Financial June 1999 - May 2003
Valero Energy Corporation June 1974 - March 1997
Skills
Portfolio Management, Strategic Financial..., Wealth Management, Insurance, Finance, Management, Personal Financial..., Investments, Series 7, Financial Analysis, Retirement Planning, Asset Management, Mutual Funds
Education
West Texas A&M University 1982 — 1986
MBA
University of Delaware 1970 — 1974
BS ChE, Chemical Engineering
Linscomb & Williams January 2014 - Present
Linscomb & Williams April 2013 - January 2014
Tolleson Wealth Management May 2009 - April 2013
Kanaly Trust Company 2001 - 2009
Skills
Wealth Management, Asset Management, Investments, Portfolio Management, Financial Planning, Asset Allocation, Retirement Planning, Estate Planning
Education
Texas Tech University 1997 — 2001
BS Financial Planning, Financial Planning
Linscomb & Williams March 1994 - Present
Education
University of Houston 1982 — 1985
Bachelor of Arts (BA), Accounting
Houston Baptist University 1980 — 1982
Accounting and Computer Science
Linscomb & Williams September 2012 - March 2015
BX Asset Management (formerly US Fiduciary) April 2004 - August 2012
American Express Financial Advisors April 2000 - April 2004
Education
University of Houston, C.T. Bauer College of Business 2002 — 2004
Master of Business Administration
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1999
Bachelor of Business Administration, International Business