David Edwards, President of Heron Financial Group/Wealth Advisors, founded his New York-based company 20 years ago in 1996. A wealth management firm that handles more than 100 clients with nearly $250 million in financial assets,
Edwards understands a thing or two about investment tips and how to appropriately guide an investor’s funds in the right direction. Although it is not the most beautifully designed format, Edwards’ introductory series on GuideVine is perfect for curious viewers and prospective clients. The several informative videos present an accurate and to-the-point analysis on financial planning by Edwards himself.