August 16, 2012
--- Tom
Simonson has been named a vice president of Lockton Financial Advisors/Lockton
Investment Advisors in the insurance broker’s Charlotte, North Carolina,
office. ---
Simonson,
a consulting and growth expert, will be responsible for client advocacy and new
business development for retirement services, a part of the employee benefits
consulting practice.
Simonson
brings more than 15 years of experience in retirement services. Immediately before
joining Lockton, he served as a principal at Mercer for nine years in the defined
contribution (DC) Advisors practice. 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 their national leadership
team. Previously, Simonson was vice president of
sales, retirement services, for Principal Financial Group.
Simonson’s
focus will be establishing and enhancing marketing partnerships, centers of
influence, networking groups, vendor partners, tactical initiatives and client
contacts.
Simonson
holds a bachelor’s degree in business administration in finance from Iowa State
University and a master’s of business administration from Wake Forest
University.
Jill Cornfield