David Edwards
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David Edwards Email & Phone Number

Managing Director and Wealth Advisor at Wealthspire Advisors
Location: New York, New York, United States 6 work roles 3 schools
1 work email found @heronwealth.com 14 phones found area 917, 212, 508, 914, 828, and 347 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 14 phones

Work email d****@heronwealth.com
Direct phone (917) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Wealthspire Advisors
Role
Managing Director and Wealth Advisor
Location
New York, New York, United States
Company size
418 employees

Who is David Edwards? Overview

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Quick answer

David Edwards is listed as Managing Director and Wealth Advisor at Wealthspire Advisors, a company with 418 employees, based in New York, New York, United States. AeroLeads shows a work email signal at heronwealth.com, phone signal with area code 917, 212, 508, 914, 828, 347, and a matched LinkedIn profile for David Edwards.

David Edwards previously worked as Managing Director & Wealth Advisor at Wealthspire Advisors and President & Wealth Advisor at Heron Wealth. David Edwards holds Mba, General Management from University Of Virginia - Darden Graduate School Of Business Administration.

Company email context

Email format at Wealthspire Advisors

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{first}{last}@heronwealth.com
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AeroLeads found 1 current-domain work email signal for David Edwards. Compare company email patterns before reaching out.

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Profile bio

About David Edwards

David Edwards is a wealth advisor & managing director at Wealthspire Advisors.David joined the Wealthspire team in 2023 through the acquisition of Heron Wealth, where he built the business as President & Founder for over thirty years. As a wealth advisor, David provides financial planning, investment advice, and tax and estate planning guidance to individuals and families across the United States and in Europe.Prior to founding Heron Wealth, David was associated with Morgan Stanley, J.P. Morgan, and Nomura Securities, developing investment products and quantitative trading models.David contributed over 100 columns to TheStreet.com and International Business Times and is quoted frequently in the press. David was a member of the Investment Adviser Association, serving on the Legislation and Technology committees, and was advisory board member for eMoney.David graduated from Hamilton College with a concentration in History and Mathematics and holds an MBA in General Management from Darden Graduate School of Business at the University of Virginia.David competes in sailing regattas from New England to the Caribbean and coaches a home town team in New York Harbor.Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC and Heron Financial Group, LLC, separate registered investment advisers and subsidiary companies of NFP Corp.

Listed skills include Financial Planning, Investment Advice, Tax And Estate Planning, Asset Allocation, and 48 others.

Current workplace

David Edwards's current company

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Wealthspire Advisors
Wealthspire Advisors
Managing Director and Wealth Advisor
New York, NY, US
Website
wealthspire.com
Employees
418
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Company profile
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6 roles

David Edwards work experience

A career timeline built from the work history available for this profile.

Managing Director & Wealth Advisor

Current
Wealthspire Advisors

New York, New York, United States

Today you have more options for your wealth than ever before!But more options does not always mean greater freedom. When you're already time-stressed, an endless supply of voices and opinions about your finances can actually impede your ability to choose wisely.We see our role as guides, leading you to the options that are most relevant, and helping you.

Jul 2023 - Present

President & Wealth Advisor

Heron Wealth

Greater New York City Area

Founded the firm as a solo advisor in 1993, initially as a stock picker in the US Mid-Cap Growth stock sector. Focused on families and individuals as clients.Evolved Heron Wealth into wealth management (financial planning, investments, tax & estate planning) in the early 2000's based on clients' demands for holistic advice.Moved to a boutique model in 2012.

Jan 1993 - Jun 2023

Associate

Jpmorgan Chase & Co.

New York, New York, United States

Designed proprietary quantitative trading strategies to exploit cross-market arbitrages.Traded strategies and trained other traders.

Jun 1992 - Aug 1992

Management Consultant

Jp Morgan Securities & Nomura Securities

New York, New York, United States

Developed desk for trading products such as option on treasuries, options on mortgage backeds, European repos and collateralized mortgage obligations.Designed and managed the implementation of computer systems to identify profitable trades, analyze position risk, price thinly traded and derivative securities.

Jan 1988 - Aug 1991

Associate

Morgan Stanley

New York, New York, United States

Designed systems to facilitate processing of multi-collateral, extended term, fixed and floating rate repurchase agreements in the treasury and mortgage backed markets.Designed and implemented crash project to automate all functions related to mortgage backed securities trading.Completed Capital Markets program, June 1986.Completed Management Information.

Dec 1983 - Jul 1987
Team & coworkers

Colleagues at Wealthspire Advisors

Other employees you can reach at wealthspire.com. View company contacts for 418 employees →

KS Karl Stiegmann, Cfp® Karl Stiegmann, Cfp® Colleague at Wealthspire Advisors Arlington, Virginia, United States, United States View → SB Steve Branton, Msfp, Cfp®, Cpcc Steve Branton, Msfp, Cfp®, Cpcc Colleague at Wealthspire Advisors San Francisco, California, United States, United States View → CA Craig Amico, Cfa, Cipm Craig Amico, Cfa, Cipm Colleague at Wealthspire Advisors New York City Metropolitan Area, United States View → MV Meghan Vecchione Meghan Vecchione Colleague at Wealthspire Advisors Merrick, New York, United States, United States View → MS Mike Santo Mike Santo Colleague at Wealthspire Advisors Boca Raton, Florida, United States, United States View → KC Karolina Chernyak, Fpqp®, Aams® Karolina Chernyak, Fpqp®, Aams® Colleague at Wealthspire Advisors Greater Sacramento, United States View → MO Madison O'Reilly Madison O'Reilly Colleague at Wealthspire Advisors Smithtown, New York, United States, United States View → RD Ryan Deleon Ryan Deleon Colleague at Wealthspire Advisors Washington DC-Baltimore Area, United States View → TH Tierney Henderson Tierney Henderson Colleague at Wealthspire Advisors San Francisco Bay Area, United States View → DD David Dickman David Dickman Colleague at Wealthspire Advisors Washington, District Of Columbia, United States, United States View →
3 education records

David Edwards education

High School Diploma

Trinity School, Nyc
FAQ

Frequently asked questions about David Edwards

Quick answers generated from the profile data available on this page.

What company does David Edwards work for?

David Edwards works for Wealthspire Advisors.

What is David Edwards's role at Wealthspire Advisors?

David Edwards is listed as Managing Director and Wealth Advisor at Wealthspire Advisors.

What is David Edwards's email address?

AeroLeads has found 1 work email signal at @heronwealth.com for David Edwards at Wealthspire Advisors.

What is David Edwards's phone number?

AeroLeads has found 14 phone signal(s) with area code 917, 212, 508, 914, 828, 347 for David Edwards at Wealthspire Advisors.

Where is David Edwards based?

David Edwards is based in New York, New York, United States while working with Wealthspire Advisors.

What companies has David Edwards worked for?

David Edwards has worked for Wealthspire Advisors, Heron Wealth, Jpmorgan Chase & Co., Jp Morgan Securities & Nomura Securities, and Morgan Stanley.

Who are David Edwards's colleagues at Wealthspire Advisors?

David Edwards's colleagues at Wealthspire Advisors include Karl Stiegmann, Cfp®, Steve Branton, Msfp, Cfp®, Cpcc, Craig Amico, Cfa, Cipm, Meghan Vecchione, and Mike Santo.

How can I contact David Edwards?

You can use AeroLeads to view verified contact signals for David Edwards at Wealthspire Advisors, including work email, phone, and LinkedIn data when available.

What schools did David Edwards attend?

David Edwards holds Mba, General Management from University Of Virginia - Darden Graduate School Of Business Administration.

What skills is David Edwards known for?

David Edwards is listed with skills including Financial Planning, Investment Advice, Tax And Estate Planning, Asset Allocation, College Planning, Healthcare Planning, Retirement Planning, and Estate Planning.

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