Heron Wealth Founder David Edwards Promotes “Joyful Planning”

NEW YORK, Oct. 4, 2016 /PRNewswire-iReach/ -- David Edwards, founder, Heron Financial Group | Wealth Advisors, a New York-based Registered Investment Advisor, continues to educate current clients and prospects on how to plan, grow and keep more of their financial assets.  A slate of activity at industry and business events shows the dedication that Edwards and his team demonstrate in their quest to promote the Joyful Planning concept.  Edwards took on leadership roles in the financial services industry, accepting advisory positions and speaking engagements with key industry associations.  Edwards brings that exposure back to the firm to provide better service for Heron clients.

Photo - http://photos.prnewswire.com/prnh/20161003/414267

"As a fiduciary to our clients, we always act in their best interests.  We remain committed to leading our profession in best practices and technology.  This combination of good advice and good service resulted in exceptional growth within our firm," said Edwards.  Heron Wealth grew from $122 million in assets as of January 2013 to $260 million through September 2016. "We plan to double assets over the next three years, and double again within seven years to $1 billion.  We will continue to deliver the high touch experience our clients expect, but also derive the revenues necessary to support our continued investment in human capital, technology, cybersecurity, compliance and operations," added Edwards.

RECAP OF RECENT LEADERSHIP EVENTS

PRESENTER FOR THE FINANCIAL PLANNING ASSOCIATION (FPA) – Edwards was speaker at the FPA Webinar, "The Challenges of Investing in Election Years" in June 2016.  He discussed the short- and long-term implications for the stock market and presented tools that investors could use to forecast the November outcome.  Investors gained insights into the issues they need to think about when making investments and took part in a live audience Q & A, moderated by the Financial Planning Association's Knowledge Circle host, Ray Benton.

eMONEY ADVISORY ROLE – Edwards was selected to serve on the eMoney Advisory Board, attending his first meeting at the Wayne Hotel in Radner, PA March 2016.  Serving on the Advisory Board allows Edwards to contribute to the ongoing success and development of eMoney's financial planning and digital wealth management technology, while keeping him in the loop on future developments and innovations within the financial services industry.

FIDELITY GUIDEBOOK AND INSIDE TRACK PRESENTATION – Edwards was held up as an example to his financial planning peers in a Fidelity Guidebook on digital communications and client interaction. He presented his ideas for successful communications at the Fidelity Inside Track events held in Atlanta and Dallas in the fall of 2015.

PANELIST FOR FINANCIAL RESEARCH ASSOCIATION (FRA) – Edwards took part in a panel discussion on "Strengthening Your Online Presence" for the Financial Research Association in August 2016 in New York City. He discussed best practices for compliant internet-based, mobile-friendly marketing and advertising campaigns, marketing compliance dos and don'ts across all forums, search engine optimization, local optimization, and third party.  Edwards was part of a similar Financial Technologies Forum, entitled "Social Media and Compliance in Financial Services" at the FRA Conference in September 2015.

PANELIST FOR INVESTMENT ADVISER ASSOCIATION (IAA) – Edwards took part in a panel discussion on "How to protect your clients and firm from cybersecurity risks" for the Investment Adviser Association in March 2015 in Washington DC.  Edwards took part in a similar panel discussion for the IAWatch Compliance Conference in November 2014 in Washington, DC.

LOCAL BUSINESSS AND NETWORKING GROUPS

Edwards presented the topic, "Plan | Grow | Keep!  How our wealth advice can solve your problems" to a business networking group August 2016 in New York City. The 7-minute video presentation can be viewed on YouTube here. During a Q & A session at the conclusion of the presentation, Edwards was asked how he defines and finds the "ideal client."

Several months earlier, Edwards presented the topic, "Can Joy replace Fear in Financial Planning, Investment Management and Estate Planning?" to a business networking group in New York City.  The 9-minute video presentation can be viewed on YouTube here.  Edwards showed how Heron Wealth leveraged the eMoney Financial Planning platform to deliver good advice to clients 24/7 on their PC's and smartphones.

"Most people only want an advisor a few times in their lives: when they have a transitional life event like a promotion, job change, retirement, marriage, divorce, birth of a child or grandchild," said Edwards.  "I meet a hundred contacts in a month who could become my clients, but I concentrate on the five that have that transitional life event.  I win four of those five; an 80% success rate is very satisfying."

ABOUT HERON WEALTH AND DAVID EDWARDS

David Edwards is president and founder of Heron Financial Group | Wealth Advisors. The company was founded in 1996 and provides financial planning, investment management and estate planning to individuals and families across the United States and overseas in Europe. Click to watch his video on the Joyful Planning concept.

Edwards is a graduate of Hamilton College and holds an MBA in General Management from Darden Graduate School of Business at the University of Virginia.  Edwards was a guest contributor of over 100 columns to TheStreet.com, and is a frequent guest commentator on The New York Times, Bloomberg, Reuters, InvestmentNews, Money magazine and many other financial news sources. Edwards is also a member of the New York Society of Security Analysts and the Investment Adviser Association. Prior to founding Heron Wealth, Edwards was associated with Morgan Stanley, JP Morgan and Nomura Securities where he developed investment products and quantitative trading models.

Heron Wealth was named to Financial Advisor magazine's 2016 Top RIA Rankings*, recognized as one of the top fiduciary advisors in the nation. Financial Advisor magazine's annual RIA ranking is based on the percentage of growth in assets under management (AUM) from the previous year.

Learn more at www.HeronFinancialGroup.com.

*source: Financial Advisor Magazine, July 2016

Media Contact: Leesy Palmer, What Works Communications, (913) 649-5009, [email protected]

News distributed by PR Newswire iReach: https://ireach.prnewswire.com

SOURCE Heron Financial Group