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Meet Boone

V. Conley Perry<br/>CFP<sup>&#174;</sup>, ChFC<sup>&#174;</sup>, APMA<sup>&#174;</sup><br/>

Boone Williams, WMS


Beginning here at Socratic Better Wealth (known as Socratic Wealth Advisors at the time) in 2018, as an intern, I was introduced to the wealth management industry. While beginning to learn the trade in hopes of someday becoming an advisor myself, I found that my prior skills in marketing could prove to be a valuable asset to the Socratic team. As I have made the difficult transition into my Freshman year at UNC-Chapel Hill, I am now proud to say that I can leverage my marketing experience to help push Socratic Better Wealth into the future, while still working on learning as much as I can about the wealth management industry.

I have worked as a freelance marketing and business development consultant for multiple small businesses and community organizations in my hometown of Clayton, NC. It is through this that I developed many of the skills that are essential to the work I do today. During my involvement in many of these projects, I have had the opportunity to work with some of the best and brightest individuals, and they have supported me as I enter into the professional world. Still regularly involved with a few of these organizations, I am very grateful for the opportunities and experiences have been afforded to me.

I enjoy being out on the water, playing tennis, and running around with my dog Kirby. I would consider myself a jack of all trades and master of none (yet), so I also enjoy everything from working with the latest tech to repairing small engines and making good coffee.

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