Broker Check

Meet Crystal

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

Crystal Svedi

ASSISTANT CLIENT SERVICES MANAGER

Hi, my name is Crystal Svedi. I grew up in Long Island, NY and moved down to Cary, NC in 2010.

I worked in the banking industry prior to moving to North Carolina. I spent 6 years working as a preschool teacher at a local half-day preschool to be with my children while they were little. In 2017, with both of my children in school full time, I decided it was time to go back to school for my Business Administration degree. In early 2019, I returned to the banking industry. However, in December 2020, I was offered the opportunity to join the Socratic Better Wealth family as their Assistant Client Services Manager. I am truly excited to be a part of the team.

Currently, I reside in Cary with my husband, our 2 daughters, 1 dog, and 4 cats. In my spare time, I enjoy spending time with my family, reading, walking, cooking, and exploring all the different events Cary has to offer.

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