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
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