CHIEF OPERATING OFFICERBUSINESS DEVELOPMENT DIRECTORCLIENT SERVICES MANAGER
I grew up in wild and wonderful West Virginia. Prior to moving to North Carolina, I lived in Arizona for several years. It was there that I started my career in the banking and finance industry. I was afforded the opportunity to develop the necessary skills to become an effective manager, mentor, and client advocate.
In 2017 I joined the Socratic Better Wealth family. At Socratic Better Wealth, I assist with our business development initiatives, manage our dynamic team of administrative professionals, and uphold our client-centric model.
I currently live in Cary with my husband of 25+ years and our fur babies. I enjoy game nights with friends and family, hiking, and exploring new places. I am a nature enthusiast at heart.
– Roy T. Bennett