AeroLeads people directory · profile
David Edwards Email & Phone Number
Managing Director and Wealth Advisor
at
Wealthspire Advisors
1 work email found
@heronwealth.com
14 phones found area 917, 212, 508, 914, 828, and 347
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director and Wealth Advisor
Location
New York, United States
Company size
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 with 418 employees, based in 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.
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
6 roles
David Edwards work experience
A career timeline built from the work history available for this profile.
Managing Director & Wealth Advisor
CurrentToday 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 select those that will be most beneficial - and we see this as an ongoing task of providing you with up-to-date, meaningful information when and where you need it. In this way, we're able to help simplify and clarify the process by which you achieve your financial goals.
Jul 2023 - Present
President & Wealth Advisor
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 (multiple advisors and support staff.)Merged firm into Wealthspire Advisors in April 2023, transitioned firm, clients and team to Wealthspire in July 2023.
Jan 1993 - Jun 2023
Associate
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
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
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 Systems program
Dec 1983 - Jul 1987
Team & coworkers
Colleagues at Wealthspire Advisors
Other employees you can reach at wealthspire.com. View company contacts for 418 employees →
DS
Danielle Siano
Colleague at Wealthspire AdvisorsMelville, New York, United States
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LD
Liam Desmond
Colleague at Wealthspire AdvisorsPotomac, Maryland, United States
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EV
Ed V.
Colleague at Wealthspire AdvisorsBaltimore City County, Maryland, United States
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MG
Matt Giambazi
Colleague at Wealthspire AdvisorsShelton, Connecticut, United States
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VT
Vicki Tymann
Colleague at Wealthspire AdvisorsFulton, Maryland, United States
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JG
Joe Garrison, Cfp®, Aif®
Colleague at Wealthspire AdvisorsColumbia, Maryland, United States
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JM
Jeremy M. Dasaro
Colleague at Wealthspire AdvisorsStaten Island, New York, United States
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DD
David Dickman
Colleague at Wealthspire AdvisorsWashington, District Of Columbia, United States
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MS
Mike Santo
Colleague at Wealthspire AdvisorsBoca Raton, Florida, United States
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RK
Riley Keenan
Colleague at Wealthspire AdvisorsNew York, United States
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Danielle Siano
Colleague at Wealthspire AdvisorsMelville, New York, United States
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LD
Liam Desmond
Colleague at Wealthspire AdvisorsPotomac, Maryland, United States
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EV
Ed V.
Colleague at Wealthspire AdvisorsBaltimore City County, Maryland, United States
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MG
Matt Giambazi
Colleague at Wealthspire AdvisorsShelton, Connecticut, United States
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VT
Vicki Tymann
Colleague at Wealthspire AdvisorsFulton, Maryland, United States
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JG
Joe Garrison, Cfp®, Aif®
Colleague at Wealthspire AdvisorsColumbia, Maryland, United States
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JM
Jeremy M. Dasaro
Colleague at Wealthspire AdvisorsStaten Island, New York, United States
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DD
David Dickman
Colleague at Wealthspire AdvisorsWashington, District Of Columbia, United States
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MS
Mike Santo
Colleague at Wealthspire AdvisorsBoca Raton, Florida, United States
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RK
Riley Keenan
Colleague at Wealthspire AdvisorsNew York, United States
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3 education records
David Edwards education
Mba, General Management
Ba, History/Mathematics
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, 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 Danielle Siano, Liam Desmond, Ed V., Matt Giambazi, and Vicki Tymann.
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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