Kenzie Ferris, CFP®

Senior Wealth Advisor

Kenzie grew up in Uncasville, Connecticut, playing soccer from an early age. She played in the Southeast Premier League, her high school team, and the team at Lasell College, Boston, where she studied business management and psychology.

During her senior year of college, Kenzie joined Heritage for a yearlong internship. At that time, Heritage was transitioning from Commonwealth Financial Network to being an independent RIA. Kenzie played an instrumental role in transferring client assets from Commonwealth to independent custodians. Her work ethic and attention to detail impressed everyone and she was offered a job at the firm when she graduated.

In her first five years with Heritage, Kenzie worked closely with different wealth management teams as a paraplanner. She was responsible for running daily reports and updating client documents for review meetings. She was also a key member of the team that designed the Interactive Client Surveys at Heritage. In 2015, Kenzie was promoted to wealth advisor. In this role, Kenzie works with Sammy Azzouz to prepare for client review meetings and address client requests and inquiries. She coordinates with clients’ accountants, attorneys and other advisors to ensure that all facets of their finances are well-covered.

Kenzie is a Certified Financial Planner (CFP®). She and her husband, Tony, are avid travelers – Kenzie continues to add thumb tacks to the world map displayed in her office with every new country they visit.