Chad Smith

Chad Smith is an experienced financial professional serving as Managing Director at Heritage Financial Planning since March 2019 and as a Wealth Management Strategist at H.D. Vest Financial Services since October 2008. Previously, Chad held the position of Sales Professional at Marsh from 2007 to 2008. Chad Smith earned a degree in Economics from The University of Texas at Arlington, having attended the College of Business from 1992 to 1996, and also studied at The University of Texas at Austin in 1990-1991.