David Edwards is a wealth advisor & managing director at Wealthspire Advisors. David joined the Wealthspire team in 2023 through the acquisition of Heron Wealth, where he built the business as President & Founder for over thirty years. As a wealth advisor, David provides financial planning, ...more

David Edwards is a wealth advisor & managing director at Wealthspire Advisors. David joined the Wealthspire team in 2023 through the acquisition of Heron Wealth, where he built the business as President & Founder for over thirty years. As a wealth advisor, David provides financial planning, investment advice, and tax and estate planning guidance to individuals and families across the United States and in Europe. Prior to founding Heron Wealth, David was associated with Morgan Stanley, J.P. Morgan, and Nomura Securities, developing investment products and quantitative trading models. David contributed over 100 columns to TheStreet.com and International Business Times and is quoted frequently in the press. David was a member of the Investment Adviser Association, serving on the Legislation and Technology committees, and was advisory board member for eMoney. 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 competes in sailing regattas from New England to the Caribbean and coaches a home town team in New York Harbor. Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC and Heron Financial Group, LLC, separate registered investment advisers and subsidiary companies of NFP Corp.David Edwards is a wealth advisor & managing director at Wealthspire Advisors. David joined the Wealthspire team in 2023 through the acquisition of Heron Wealth, where he built the business as President & Founder for over thirty years. As a wealth advisor, David provides financial planning, investment advice, and tax and estate planning guidance to individuals and families across the United States and in Europe. Prior to founding Heron Wealth, David was associated with Morgan Stanley, J.P. Morgan, and Nomura Securities, developing investment products and quantitative trading models. David contributed over 100 columns to TheStreet.com and International Business Times and is quoted frequently in the press. David was a member of the Investment Adviser Association, serving on the Legislation and Technology committees, and was advisory board member for eMoney. 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 competes in sailing regattas from New England to the Caribbean and coaches a home town team in New York Harbor. Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC and Heron Financial Group, LLC, separate registered investment advisers and subsidiary companies of NFP Corp. Top skillsTop skills Financial Planning • Investment Advice • Tax & Estate Planning • Asset AllocationFinancial Planning • Investment Advice • Tax & Estate Planning • Asset Allocationless