Will Bain, CFP®, CIMA®

Senior Wealth Advisor

Will Bain, CFP®, CIMA® Wealth Advisor

An area native, Will grew up in Dover, MA, and captained both the football and track and field teams at the Dover-Sherborn High School. He went on to receive All-League honors in both sports at Middlebury College, where he earned his BA in Economics.

Upon graduation, Will joined Brown Brothers Harriman in Boston for two years before coming to Heritage as a Paraplanner in 2017. Now a Senior Wealth Advisor, Will partners with Joe Arsenault to conduct client review meetings and to address client requests and inquiries. He coordinates with clients’ accountants, attorneys, and other advisors to ensure that all facets of their finances are working in concert with each other.

Will is a Certified Financial Planner® and a Certified Investment Management Analyst® whose goal is to be a subject matter expert in the fields that are relevant to successful financial planning. He is an avid reader who also enjoys playing the piano and chess in his free time.