David Edwards, founder and president of New York-based Heron Financial Group, has big ambitions for the company. The 53-year-old wants the firm to have $1 billion in assets under management by the time he retires in 12 years.
Read MoreHeron In The News
Our wealth advisers are featured in more than 200 interviews since 2011. Scroll down to see current interviews.
Four years ago Heron Financial Group barely had a social media presence, operating just a LinkedIn profile.
Read More
Read the article at CNBC.
Read More