David Edwards Email & Phone Number
Managing Director and Wealth Advisor @ Wealthspire Advisors
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David Edwards Location
- New York, NY, US
David Edwards Work
- Managing Director and Wealth Advisor @ (July 2023 - Present)
- President and Wealth Advisor @ (January 1993 - June 2023)
- Associate @ (June 1992 - August 1992)
- Management Consultant @ JP Morgan Securities & Nomura Securities (January 1988 - August 1991)
- Associate @ (December 1983 - July 1987)
David Edwards Education
- University of Virginia Darden School of Business
MBA (General Management)
1991-1993 - Hamilton College
BA (History/Mathematics)
1979-1983 - Trinity School, NYC
High school diploma
1966-1979
David Edwards Skills
- 401K/403B/457 Retirement Plans
- 529 Plans
- Accomplishing life's purpose
- Asset Allocation
- Asset Management
- Cash Flow Management
- Charitable Giving
- College Planning
- Debt Reduction
- Donor Advised Funds
- Estate Planning
- Financial Planning
- Freedom from worry
- HSA
- Healthcare Planning
- IRA/Roth/Beneficiary Distribution IRA
- Income Generation
- Insurance
- Investment Advice
- Investment Selection
- Investment Strategies
- Investments
- LTCI
- Leaving a legacy
- Management Consulting
- More discretionary time
- Organized and in control
- Portfolio Management
- Programming
- Quantitative Investment Strategies
- Retirement Planning
- Security Selection
- Taking care of loved ones
- Tax & Estate Planning
- Tax Planning
- Wealth Management
- Executive Compensation
- 401K Plan Advising
- LIfe Insurance & Annuities
- College Tuition Planning
- Divorce Planning
- 401k
- Executive Pay
- Fixed Annuities
- Capital Markets
- Investment Management
- Mutual Funds
- Finance
- Strategy
- Valuation
- Hedge Funds
- Private Equity
- Venture Capital
- Financial Advisory
- Retirement
- Bonds
- Financial Services
- Options
- Leadership
- Life Insurance And Annuities
- Startups
- Business Strategy
- Tax and Estate Planning
David Edwards Summary
- David Edwards, based in New York, NY, US, is currently a Managing Director and Wealth Advisor at Wealthspire Advisors. David Edwards brings experience from previous roles at Heron Wealth, JPMorgan Chase & Co., JP Morgan Securities & Nomura Securities and Morgan Stanley. David Edwards holds a 1991 - 1993 MBA in General Management @ University of Virginia Darden School of Business. With a robust skill set that includes 401K/403B/457 Retirement Plans, 529 Plans, Accomplishing life's purpose, Asset Allocation, Asset Management and more. David Edwards has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Wealthspire Advisors Employees
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Managing Director and Wealth Advisor
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New York, NY, US
Michael Goss
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Gregory Reynholds
Managing Director, Head of Intermediary Business
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Stephanie Carmel
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Martha Staniford
Managing Director
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Nataly Sogoloff
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Angela Giombetti
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