Kenzie Ferris, CFP® CLTC®

Senior Wealth Advisor

A native New Englander, Kenzie has been working with clients of Heritage Financial for more than a decade. After completing an internship with the firm during her senior year at Lasell College, Newton, where she studied business management and psychology, she joined Heritage formally as a paraplanner, working closely with the firm’s wealth management teams to create financial plans for clients.

 

In 2015, Kenzie was promoted to Wealth Advisor, where she works in partnership with Sammy Azzouz, servicing the financial planning and wealth management needs of a select group of high net worth clients. In 2017, she earned the designation of Certified Financial Planner. And in 2020, based on her long tenure with Heritage, extensive experience in financial planning, and deep relationships with several of the firm’s clients, she began servicing her own client base.

 

In addition to guiding clients in the pursuit of their financial goals, Kenzie is also active in efforts to maintain and enhance Heritage Financial’s organizational excellence. She is co-founder of the firm’s initiative to promote financial wellness among women and she participates in Heritage’s Process Improvement Committee.

 

In her downtime, Kenzie and her husband, Tony, are world travelers, having been to the far corners of the globe, including places like South Africa, Italy, and Indonesia. A competitor at heart, one of her favorite travel experiences was hiking to the top of Machu Picchu in Peru.