In the surest sign yet that Sallie Krawcheck wants to be an RIA, the former wirehouse executive has filed an ADV but not, she reports, before applying mascara and giving herself an 'aha’ slap on the forehead

RIA BizDavid EdwardsNovember 9, 2015Personal Finance, Women, Sallie KrawcheckComment

Heron Wealth is a New York City-based wealth advisory firm providing financial planning, investment advice and tax planning & estate planning services to clients. Founded by President David Edwards in 1996, Heron Wealth currently manages $500 million in client assets.