100 Lowder Brook Drive, Suite 1000 Westwood , MA 02090

781.255.0214

Kenzie Ferris is a financial advisor in Savant’s Westwood, Massachusetts, office. A CERTIFIED FINANCIAL PLANNER® professional, she works with individuals to help them pursue their long-term financial goals through comprehensive planning and a disciplined investment approach. She is also Certified in Long-Term Care® (CLTC®) and is an Accredited Wealth Management Advisor^SM (AWMA®).

A native New Englander, Kenzie began her career at Heritage Financial after completing an internship during her senior year at Lasell College in Newton, where she earned a bachelor’s degree in business management and psychology. She started working at the firm as a paraplanner and collaborated closely with wealth management teams to build customized financial plans for clients. She later became a wealth advisor and a wealth manager and then joined Savant in 2026 when Heritage joined the firm.

Kenzie also supports organizational development efforts. She co-founded Heritage’s Women’s Initiative Committee, which promoted financial wellness among women and fostered educational opportunities across the firm’s client community.

Kenzie and her husband, Tony, are avid travelers who have explored destinations including South Africa, Italy, and Indonesia. They are parents to Mila and Zoey and look forward to sharing their love of travel with their daughters.

Education &
Designations

Lassell College
Bachelor of Science in Business Management and Psychology
CERTIFIED FINANCIAL PLANNER® professional
Certified in Long-Term Care® (CLTC®)
Accredited Wealth Management Advisor^SM (AWMA®)

Affiliations &
Community Service

Heritage’s Women’s Initiative Committee – co-founder

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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