David Edwards quoted in "A Diversity Problem"
David Edwards quoted in a recent article on Diversity (or lack thereof) in the Wealth Advisor profession.
David Edwards, president of New York City-based Heron Financial Group, said he's working on hiring a black adviser to pursue opportunities in the African-American market in New York City. "Go where there's no competition," he said with a laugh, of the business strategy. "But I have no traction in that community as an entitled white guy."