March 7th 2016: David Edwards of Heron Financial Group, LLC |eCard

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March 7th 2016: David Edwards of Heron Financial Group, LLC

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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David Edwards

David Edwards graduated from Hamilton College with a major in history and math and got his MBA from Darden School of Business at the University of Virginia. He was previously associated with Morgan Stanley, JP Morgan Securities and Nomura Securities. He founded Heron in 1993. He is an avid sailor who races frequently in Oyster Bay, Long Island and in regattas around the Eastern Seaboard, Florida and the Carribean. He writes a commentary every month or more frequently if events warrant.

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https://www.voiceamerica.com/show/746/the-money-answers-show The Money Answers Show https://www.voiceamerica.com/show/746/the-money-answers-show 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 do not provide a meaningful comparative performance metric and are not reported. But using Heron's " 3-Bucket Retirement Income Strategy," not a single retired client depending on their portfolios has ever had a reduction in their monthly draw. Edwards also talks about the economic outlook, bonds, elder care, and market history as an antidote to jitters. VoiceAmerica | Talk Radio | Online Talk Radio studio@voiceamerica.com false DD/MM/YYYY

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