We’re insanely careful with each project or task when working for our clients. We are meticulous in our communication and documentation, and value our relationships with our clients. Whether greeting clients before a meeting, updating an address, or changing an account beneficiary; clients find every interaction authentically warm and consistently respectful.
Brandy Randall
Chief Operating Officer | Business Development Specialist | Client Services Manager
Brandy Randall
Socratic Better Wealth
- Chief Operating Officer
- Business Development Director
- Client Services Manager
Brandy@socraticbetterwealth.com
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, 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 20+ years, two fur babies, and son. I enjoy game nights with friends and family, hiking, and exploring new places. I am a nature enthusiast at heart.
“When I stand before God at the end of my life, I would hope that I would not have a single bit of talent left and could say, I used everything you gave me.”– Erma Bombeck
Crystal Svedi
Assistant Client Services Manager
Crystal Svedi
Assistant Client Services Manager
crystal@socraticbetterwealth.com
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.
“The key to success is to focus on goals, not obstacles” – unknown
Boone Williams
Director of Marketing
Boone Williams
Director of Marketing
Boone@socraticbetterwealth.com
Beginning here at Socratic Better Wealth (known as Socratic Wealth Advisors at the time) in 2018, as an intern, I was introduced to the wealth management industry. While beginning to learn the trade in hopes of someday becoming an advisor myself, I found that my prior skills in marketing could prove to be a valuable asset to the Socratic team. As I have made the difficult transition into my Freshman year at UNC-Chapel Hill, I am now proud to say that I can leverage my marketing experience to help push Socratic Better Wealth into the future, while still working on learning as much as I can about the wealth management industry.
I have worked as a freelance marketing and business development consultant for multiple small businesses and community organizations in my hometown of Clayton, NC. It is through this that I developed many of the skills that are essential to the work I do today. During my involvement in many of these projects, I have had the opportunity to work with some of the best and brightest individuals, and they have supported me as I enter into the professional world. Still regularly involved with a few of these organizations, I am very grateful for the opportunities and experiences have been afforded to me.
I enjoy being out on the water, playing tennis, and running around with my dog Kirby. I would consider myself a jack of all trades and master of none (yet), so I also enjoy everything from working with the latest tech to repairing small engines and making good coffee.
Liz Dorsey
Client Service Assistant
Liz Dorsey
Client Service Assistant
Liz@socraticbetterwealth.com
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.
I stand on the Word of God from Philippians 4:13 “I can do all things through Christ who strengthens me.”
Dana Winters
Client Service Liaison
Dana Winters
Client Service Liaison
Dana@socraticbetterwealth.com
Having grown up in a Navy family, I moved every 3 to 4 years, living in different areas of the USA and England. London became my home for several years, and it is where I graduated high school.
I spent 11 years working in federal government administration, stateside and overseas. My acquired experience and necessary adaptability helped make the decision in 1992 of stay-at-home motherhood. I was a Preschool Director for 13 years, and choose to go back to full-time work outside of the home when my daughter left for college. I have been working with this great office family since September 2014 and enjoy assisting our clients daily.
I have been married to my husband, Wayne since October 1990. Our daughter, April was born in October 1992. Some of my favorite things to do are traveling, reading, dancing and watching movies. Charleston, South Carolina is my family home, and I love anything and everything having to do with my family.
“All people smile in the same language.” – Author Unknown
