100 Lowder Brook Drive, Suite 1000 Westwood , MA 02090

781.255.0214

William “Will” Bain serves as a financial advisor in Savant’s Westwood, Massachusetts, office. As a CERTIFIED FINANCIAL PLANNER® professional and a Certified Investment Management Analyst® (CIMA®), he is knowledgeable in several areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

Will began his career at Brown Brothers Harriman in Boston before joining Heritage Financial in 2017 as a paraplanner. He moved into a wealth advisor role in 2019 and became a wealth manager in 2025, partnering closely with clients to help them pursue their financial goals. Will joined Savant in 2026 when Heritage Financial joined the firm.

He earned a bachelor’s degree in economics from Middlebury College in Vermont, where he met his wife, Emma, on the track team.

Will and Emma live in Needham, Massachusetts, with their son, Caleb. Will enjoys family trips to Vermont and Cape Cod, returns to the track when he can, and spends his free time practicing the piano or playing chess.

Education &
Designations

Middlebury College
Bachelor of Arts in Economics
CERTIFIED FINANCIAL PLANNER® professional
Certified Investment Management Analyst® (CIMA®)

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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