In collaboration with his Father, Brad Williams, Boone forms a father-son duo that truly exemplifies the core values of Socratic Better Wealth. Combined with Brad’s extensive experience and industry knowledge, their joint approach underscores their dedication to intergenerational wealth management, emphasizing the importance of understanding family dynamics and fostering enduring relationships. Together, they provide a service where experience meets innovation, helping clients’ legacies flourish across generations.

At UNC, Boone’s research focused on financial risk in environmental systems. His passion for creating innovative risk management strategies to combat increasingly complex environmental challenges has fueled his interest in sustainable investing. He is excited to share his expertise and help interested clients create Better Wealth for themselves and the world around us.

Boone is deeply rooted in the local community and a lifelong resident of North Carolina. As a lover of all things music, you may find him at a concert, music festival, or hole-in-the-wall place with a jazz band. Boone’s passion for the great outdoors is shared with his Father, Brad, and they spend as much time as they can relaxing and exploring together. Last but certainly not least, Boone is a Tarheel for life and loves visiting Chapel Hill for a game or just for fun whenever he can.

To learn more about Boone, connect with him on LinkedIn.