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Heidi Coombs

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Heidi Coombs

Managing Director/Sr. Fiduciary Advisory Specialist | Regions Bank

Texas, Fort Worth, United States

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Heidi Coombs

Summary

Heidi Coombs is a seasoned Wealth Advisor at Regions Private Wealth Management, where she specializes in creating tailored financial solutions for her clients. With a strong background in wealth management, she focuses on integrating family dynamics and estate goals into comprehensive wealth plans. Her expertise spans investments, trusts, and the management of non-financial assets such as real estate and minerals. Heidi previously held a leadership role at Wells Fargo, further solidifying her reputation in fiduciary advisory services. Her commitment to philanthropy and elder care planning highlights her holistic approach to wealth management. Educated at Montana State University and Texas Christian University, she combines academic knowledge with practical experience. Based in Fort Worth, Texas, Heidi is well-versed in the complexities of financial planning and asset management.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Heidi Coombs

Work Experience

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Managing Director/Sr. Fiduciary Advisory Specialist at

Wells Fargo

November 2008 - January 2022

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Sr. Vice President/Wealth Advisor at

Regions Bank

January 2022 - Present

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Heidi Coombs

Education

Texas Christian University

January 2004 - January 2005

Montana State University Billings, BS

January 1992 - January 1994

Frequently Asked Questions about Heidi Coombs

What is Heidi Coombs email address?

Heidi Coombs's primary email address is ************@regions.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Heidi Coombs work for?

Heidi Coombs is a Managing Director/Sr. Fiduciary Advisory Specialist at Regions Bank.

Where Heidi Coombs graduated from?

Heidi Coombs holds a degree in null from Texas Christian University.

How can I directly contact Heidi Coombs?

To contact Heidi Coombs directly, you can use the email address ************@regions.com. Complete contact information is available upon registration with Muraena.

Who is Heidi Coombs?

Heidi Coombs is a seasoned Wealth Advisor at Regions Private Wealth Management, where she specializes in creating tailored financial solutions for her clients. With a strong background in wealth management, she focuses on integrating family dynamics and estate goals into comprehensive wealth plans. Her expertise spans investments, trusts, and the management of non-financial assets such as real estate and minerals. Heidi previously held a leadership role at Wells Fargo, further solidifying her reputation in fiduciary advisory services. Her commitment to philanthropy and elder care planning highlights her holistic approach to wealth management. Educated at Montana State University and Texas Christian University, she combines academic knowledge with practical experience. Based in Fort Worth, Texas, Heidi is well-versed in the complexities of financial planning and asset management.

Heidi`s contact details

mail

************@regions.com

************@wellsfargo.com

Colleagues

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Heather Collins

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Heather Davis

Vice President, Estate Settlement

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Heather Stewart

Lead Customer Relations Specialist

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Hector B Sanchez

Teller and Account Representative

Helen Brock

Corporate Trainer

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