Will Bain

Will Bain

Paraplanner

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 is responsible for running performance reports and updating various spreadsheets like net worth statements, college saving plan analysis, cash flow statements, etc., for client review meetings.

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.

HERITAGE RECOGNIZED BY CHARLES SCHWAB WITH 2017 BEST-IN-BUSINESS IMPACT AWARDTM >