David Edwards is president and founder of Heron Wealth, which provides financial planning, investment advice and estate planning services to individuals and families across the United States and in Europe. David graduated from Hamilton College with a concentration in History and Mathematics, and holds an MBA in General Management from Darden Graduate School of Business at the University of Virginia. David contributed over 100 columns to TheStreet.com. He is quoted frequently in the press. David is a member of the Investment Adviser Association serving on the Legislation and Technology committees, and is an advisory board member for eMoney. Prior to founding Heron Wealth, he was associated with Morgan Stanley, JP Morgan and Nomura Securities developing investment products and quantitative trading models.
The core values of our firm are integrity and transparency. Taking care of our clients' wealth and ensuring family needs across generations is a very serious responsibility. Our purpose is to clarify and simplify the means by which our clients achieve their financial goals.8 March 2019