Will Kirk

Will is an Associate Advisor at Heritage. He supports client review meetings and provides comprehensive financial planning and client service.

Prior to joining Heritage, Will was a Senior Associate at Bernstein Private Wealth Management, where he assisted high-net-worth families with all aspects of their financial needs. Earlier in his career, he worked at Guaranteed Rate and specialized in real estate finance.

Will earned a bachelor’s degree in economics from the University of Dallas. He currently holds the Series 65 license and previously held the Series 7 and Series 63 licenses.