Socratic Better Wealth Employee Directory

Socratic Better Wealth corporate office is located in 1121 Situs Ct Ste 300, Raleigh, North Carolina, 27606, United States and has 11-50 employees.

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Socratic Better Wealth Global Presence

Location	People at location
North America	1-10

Key Employees of Socratic Better Wealth

Brandy Randall
Chief Operating Officer & Business Development Spe...
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Index of contact profiles from Socratic Better Wealth

Hundreds of professionals searching for Socratic Better Wealth have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

Brandy Randall
Email Direct
Chief Operating Officer & Business Development Specialist & Manager, Client Services
United States , North Carolina , Raleigh

BW
Bradley Williams
Email Direct
Private Wealth Advisor
United States , North Carolina , Raleigh

CS
Crystal Svedi
Email Direct
Client Services Assistant & Manager
United States , North Carolina , Raleigh

VP
Vincent Perry
Email Direct
Certified Financial Planner & Practitioner & Private Wealth Advisor
United States , North Carolina , Raleigh

ED
Elizabeth Dorsey
Email Direct
Client Services Associate
United States , North Carolina , Raleigh

BW
Boone Williams
Email Direct
Wealth Management Associate
United States , North Carolina , Raleigh

MK
Murat Kaptanoglu
Email Direct
Certified Financial Planner & Practitioner & Private Wealth Advisor
United States , North Carolina , Raleigh

Former Employees at Socratic Better Wealth

Explore people who held key positions, contributed to Socratic Better Wealth's success, and advanced their careers.

Cassidy Clifton

Finance Analyst at Cisco

Worked as Client Service Associate

at Socratic Better Wealth (2017-2018)

Direct

Aubrey Perkinson

Manager, Financial Pla... at Cree LED

Worked as Private Wealth Management Intern

at Socratic Better Wealth (2018-2019)

Direct

Maria Williams

2 Client Services Repr... at IQVIA

Worked as Client Service Consultant

at Socratic Better Wealth (2018-2020)

Direct

Mask Content

Regulatory Compliance at First-Citizens Bank & ...

Worked as Private Wealth Management Intern

at Socratic Better Wealth (2018-2019)

Direct

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Frequently Asked Questions Regarding Socratic Better Wealth Employees

How many employees does Socratic Better Wealth have?

Socratic Better Wealth has 11-50 employees

Who are Socratic Better Wealth key employees?

Some of Socratic Better Wealth key employees are Brandy Randall

Where is Socratic Better Wealth located?

Socratic Better Wealth’s headquarters are located at 1121 Situs Ct Ste 300, Raleigh, North Carolina, 27606, United States

How do I contact Socratic Better Wealth?

Socratic Better Wealth Contact Info: Phone number: (919) 948-6211 Website: www.socraticbetterwealth.com

What does Socratic Better Wealth do?

Socratic Better Wealth is a holistic financial advisory firm that emphasizes transparency, accountability, friendliness, and knowledge in its services. The firm offers a range of financial services including retirement planning, investment management, estate planning, tax strategies, and charitable giving. Their target clients are individuals seeki... Read More

Is Socratic Better Wealth a public company?

Socratic Better Wealth is private company therefore does not currently have an official ticker symbol

See more information about Socratic Better Wealth Employees