Boone Williams
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Boone Williams Email & Phone Number

APMA™ | WMS™ | Wealth Management Associate at Socratic Better Wealth at Socratic Better Wealth
Location: Raleigh, North Carolina, United States 8 work roles 2 schools
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Current company
Role
APMA™ | WMS™ | Wealth Management Associate at Socratic Better Wealth
Location
Raleigh, North Carolina, United States
Company size

Who is Boone Williams? Overview

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Quick answer

Boone Williams is listed as APMA™ | WMS™ | Wealth Management Associate at Socratic Better Wealth at Socratic Better Wealth, a with 8 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Boone Williams.

Boone Williams previously worked as Wealth Management Associate at Socratic Better Wealth and Audio Visual Technician at Rizzo Center. Boone Williams holds Bachelor Of Arts - Ba, Economics | Philosophy, Politics, And Economics (Minor) | Sustainability Studies (Minor) from University Of North Carolina At Chapel Hill.

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Socratic Better Wealth

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Profile bio

About Boone Williams

Boone, a proud UNC-Chapel Hill alumnus with a degree in Economics, is a Wealth Management Associate at Socratic Better Wealth. He combines his expertise in economics and risk management to assist advisors with portfolio construction, financial planning, and client strategies. Partnering with his father, Brad Williams, Boone forms a father-son wealth management team. Together, they excel at intergenerational wealth management, blending Brad’s deep experience with Boone’s fresh perspective to help families build lasting legacies.Boone’s research at UNC on financial risk in environmental systems sparked his passion for sustainable investing, guiding clients toward Better Wealth for themselves and the planet. A lifelong North Carolinian, Boone enjoys great music, outdoor adventures with his father, and returning to Chapel Hill to celebrate his Tar Heel roots.

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Boone Williams's current company

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Socratic Better Wealth
Socratic Better Wealth
APMA™ | WMS™ | Wealth Management Associate at Socratic Better Wealth
raleigh, north carolina, united states
Employees
8
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8 roles

Boone Williams work experience

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Wealth Management Associate

Current

Raleigh, North Carolina, United States

Disclosure:The financial consultants of Socratic Better Wealth are registered representatives with, and securities offered through LPL Financial. Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Socratic Better Wealth is an other business name of Independent Advisor Alliance, LLC. Investment advice offered through Independent Advisor Alliance, LLC, a registered investment advisor. Independent Advisor Alliance, LLC and Socratic Better Wealth are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals at Socratic Better Wealth may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Jun 2023 - Present

Audio Visual Technician

Chapel Hill, North Carolina, United States

May 2023 - Jul 2024

Property Services Manager

Chapel Hill, North Carolina, United States

- Actively create relationships with builders and management clients to optimize properties for short term rental usage- Automate the most frequent customer interactions to enhance the rental experience and save time performing back-office tasks, especially during check-in and check-out- Troubleshoot maintenance issues with renters and coordinate professional services when required- Design and implement technology infrastructure in new units to prepare for rental- Assist management operating abroad with real estate sales and acquisitions by advising on aspects of properties critical to rental success and developing relationships with management clients- Coordinate responses to legal issues and monitor litigation efforts affecting business operations in Chapel Hill

Mar 2021 - Jun 2024

Director Of Operations - Unc & Duke

Chapel Hill, North Carolina, United States

Jul 2021 - Sep 2022

Digital Projects Manager

Glamour South Market

Raleigh-Durham, North Carolina Area

Oct 2019 - Sep 2020

Intern

Clayton, Nc

- Played a crucial role in developing the Chamber's award winning app "The Clayton Connection"- Attended various chamber sponsored events to assist where needed- Work with organizations who purchase space within “The Clayton Connection” to build/maintain the user interface and related information, and to provide useful analytics data.- Assist Marketing Director in implementing new campaigns across multiple platforms

Jan 2018 - Aug 2020

Soccer Referee

Ussoccer

Clayton, Nc

Mar 2016 - Dec 2019
Team & coworkers

Colleagues at Socratic Better Wealth

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2 education records

Boone Williams education

FAQ

Frequently asked questions about Boone Williams

Quick answers generated from the profile data available on this page.

What company does Boone Williams work for?

Boone Williams works for Socratic Better Wealth.

What is Boone Williams's role at Socratic Better Wealth?

Boone Williams is listed as APMA™ | WMS™ | Wealth Management Associate at Socratic Better Wealth at Socratic Better Wealth.

Where is Boone Williams based?

Boone Williams is based in Raleigh, North Carolina, United States while working with Socratic Better Wealth.

What companies has Boone Williams worked for?

Boone Williams has worked for Socratic Better Wealth, Rizzo Center, Blue Moon Properties Llc, College Truckers, Llc, and Glamour South Market.

Who are Boone Williams's colleagues at Socratic Better Wealth?

Boone Williams's colleagues at Socratic Better Wealth include Andrew Lipson, V Conley Perry, Cfp®, Chfc®, Apma®, Brandy Randall, Andy Lipson, Cfp, and Brad Williams, Cfp®, Mba.

How can I contact Boone Williams?

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What schools did Boone Williams attend?

Boone Williams holds Bachelor Of Arts - Ba, Economics | Philosophy, Politics, And Economics (Minor) | Sustainability Studies (Minor) from University Of North Carolina At Chapel Hill.

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