In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is the Founder & CEO of Judith Heft & Associates, as well as a practicing Financial and Lifestyle Concierge.
In this episode of Mastering Your Financial Life, Judy Heft interviews David Edwards. David is president and founder of Heron Wealth. Heron Wealth is a New York City-based wealth advisory firm that provides financial planning, investment advice and tax & estate planning services to client families living in the United States, Europe and Latin America. Founded by President David Edwards in 1996, Heron Wealth currently manages $360 million in client assets.
Connect with David Edwards on Linkedin: https://www.linkedin.com/in/davidedwardsmba/
Learn more about David Edwards and Heron Wealth at https://heronwealth.com or 800 99-HERON
Connect with Judy Heft on Linkedin: https://www.linkedin.com/in/judyheft/
Visit Judith Heft & Associates' Website: http://www.judithheft.com/
Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980
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