A Massachusetts native, Will grew up first in Brookline and then in Dover where his parents still reside. Even in his growing up years, hard work came naturally to Will – he balanced his studies diligently with playing football and basketball, and running track, while studying at Dover-Sherborn High School. During the vacations, he stayed busy as the summer custodian of his school.
Will continued to play football and run track during college. He graduated from Middlebury College, Vermont, with a B.A. in economics. He then joined Brown Brothers Harriman as a corporate actions specialist. In the two years he was there, Will gained valuable insights about the financial industry and how different markets operate.
In 2017, Will joined Heritage as a paraplanner supporting our wealth management teams. He was promoted in 2019 to Wealth Advisor, working with Joe Arsenault to prepare for client review meetings and address client requests and inquiries. He coordinates with clients’ accountants, attorneys and other advisors to ensure that all facets of their finances are well-covered.
Will enjoys playing the piano in his free time. He lives in Brookline, Massachusetts, with three of his best friends from high school – they have kept alive the tradition of playing basketball together.