David Edwards was interviewed recently by the Wall Street Journal on how his love of sailboat racing promotes his wealth advisory practice, contributing to a 40% growth in assets and revenues since January 2013.
David Edwards, President of Heron Financial Group. We take CARE of families, - $100 million in assets. We have a very precisely defined target client. We are looking for time-stressed executives between 45 and 55 years old with at least $1 million in investable assets. They are looking to us to not only take care of their financial lives, but indeed advise them on insurance, estate planning, college savings, buying a second home, marriage, divorce. Anything that involves money in their lives, we're there with an opinion.