Terrence Smith Jr., Cfa, Cpc

Terrence Smith Jr., CFA, CPC, serves as the Retirement Services Practice Leader of Defined Contribution at Hooker & Holcombe, a position held since February 2017, where responsibilities include providing oversight and leadership to staff, strategic consulting, and relationship building with plan sponsors. Prior experience includes roles as Account Manager and AVP at USI Consulting Group, focusing on managing strategic relationships with C-suite clients, and as Managing Director in Relationship Management at Fidelity Investments, emphasizing consulting and plan design. Additional experience includes serving as Senior Project Leader at Wachovia and Client Services Manager at Charles Schwab, with a career rooted in financial services that began in 1996. Terrence holds a BSBA in Finance and Accounting from The University of Akron.