Kenzie’s Approach
Kenzie M. Ferris
CFP®, CLTC®, AWMA®
Financial Advisor / Member Owner
Overview
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 AdvisorSM (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.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Lassell College
Bachelor of Science in Business Management and Psychology
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- CLTC®
- AWMA®
Affiliations
- Heritage’s Women’s Initiative Committee – co-founder
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Get Started!
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SearchDisclosures
Certification Disclosures
CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) 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.