Lockton’s Southeast Region Hires Retirement VP

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.