Liz Dorsey

CLIENT SERVICE ASSISTANT

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.