Tom Simonson has joined Lockton as a vice president of Lockton Financial Advisors/Lockton Investment Advisors based in the insurance broker’s Charlotte, North Carolina office.
Simonson will be responsible for client advocacy and new business development for Retirement Services, a part of the employee benefits consulting practice.
Simonson brings 15 years of retirement services experience. Immediately prior to joining Lockton, he served as a principal at Mercer for nine years in the District of Columbia practice. In this position, he led new business development and client management for 401(k)/403(b) plan sponsors while providing oversight to Mercer’s South and Midwest markets and serving on its national leadership team. Prior to Mercer, Simonson was vice president of sales-retirement services for Principal Financial Group.
Topics North Carolina
Was this article valuable?
Here are more articles you may enjoy.
Florida Citizens Awards Commercial Clearinghouse Management to Bridge Specialty 
First Half US P/C Industry Underwriting Gain Jumps to $31.7B 
Aon Acquires USI Insurance From KKR in $17 Billion Deal Targeting Middle Market 
FBI Investigating Possible Exposure of Millions of American IDs 
