David Edwards is President and Wealth Advisor of the New York City-based Heron Financial Group, which he founded after previous associations with Morgan Stanley, J.P. Morgan Securities and Nomura Securities. The firm is a Registered Investment Advisor serving 95 families in the United States and Europe with financial planning, investment management and estate planning. Their discretionary accounts use a number of platforms that make it possible to provide individual clients with suitable portfolios that grow through asset allocation even when market conditions are adverse. Custom portfolios
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