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Heidi Coombs
Heidi Coombs
Managing Director/Sr. Fiduciary Advisory Specialist | Regions Bank
Texas, Fort Worth, United States
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.
Heidi Coombs
Work Experience
Managing Director/Sr. Fiduciary Advisory Specialist at
Wells Fargo
November 2008 - January 2022
Sr. Vice President/Wealth Advisor at
Regions Bank
January 2022 - Present
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
************@regions.com
************@wellsfargo.com
Colleagues
Student
Commercial Relationship Manager
Personal Banker
Asst. Vice President
Asst. Vice President/ Loan Originator
Vice President, Estate Settlement
Intern
Lead Customer Relations Specialist
Teller and Account Representative
Corporate Trainer