Broker Check

Meet Liz

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

Liz Dorsey


Hi my name is Elizabeth Dorsey (better known as “Liz”), and I am a Client Service Assistant at Socratic Better Wealth. I schedule and maintain the daily calendars for each of our advisors as well as help with meeting preparation.

I attended and graduated from a local business college in Raleigh, NC and obtained my first fulltime job after graduation at Nortel. I have 30+ years of work experience which includes payroll and administration. I was introduced to Socratic Better Wealth almost 20 years ago when they were under a different name and have seen the commitment, dedication and growth of this company firsthand.  I was truly blessed to become a part of the company back in November 2017. Every day has been an adventure and learning experience.

I have been married for 35+ years and have 4 children and 3 grandchildren. I love working in my garden and giving to others the fruits of my labor.

Our Process
Our History
Our Values
Our Resources

“I can do all things through Christ who strengthens me.”

– Philippians 4:13