Tom Simonson
Partner/Managing Director at Creative Planning Retirement Services- Claim this Profile
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Bio
Credentials
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Chartered Financial Counsultant
The American College -
Certified Financial Planner
Certfied Financial Planner Board of Standards -
Certified Employee Benefit Specialist
International Foundation of Employee Benefit Plans
Experience
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Creative Planning Retirement Services
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United States
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Financial Services
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1 - 100 Employee
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Partner/Managing Director
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déc. 2021 - - aujourd’hui
Lockton Retirement Services became a part of Creative Planning in December 2021 and continue to deliver retirement plan advisory and financial wellness solutions to employers nationwide including our Lockton partner relationships. Lockton Retirement Services became a part of Creative Planning in December 2021 and continue to deliver retirement plan advisory and financial wellness solutions to employers nationwide including our Lockton partner relationships.
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Lockton Companies
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United Kingdom
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1 - 100 Employee
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Senior Vice President
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août 2012 - déc. 2021
Responsible for new business development, client management, and business leadership for Lockton Retirement Services. Responsible for new business development, client management, and business leadership for Lockton Retirement Services.
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Mercer
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Portugal
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IT Services and IT Consulting
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Principal
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août 2003 - août 2012
I led a team of defined contribution plan advisors working with mid-sized employers to optimize their retirement plan's effectiveness. Additionally, I served on Mercer DC Advisors' national leadership team providing strategic sales and marketing direction for our practice. I led a team of defined contribution plan advisors working with mid-sized employers to optimize their retirement plan's effectiveness. Additionally, I served on Mercer DC Advisors' national leadership team providing strategic sales and marketing direction for our practice.
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Principal Financial Group
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United States
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Financial Services
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VP of Sales - Retirement Services
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1996 - 2003
Retirement plans wholesaler; led sales efforts in San Jose, CA, Charlotte, NC, and Austin, TX during my seven-year career at Principal. Retirement plans wholesaler; led sales efforts in San Jose, CA, Charlotte, NC, and Austin, TX during my seven-year career at Principal.
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Education
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2009 - 2011
Wake Forest University
Master of Business Administration (M.B.A.) -
1991 - 1995
Iowa State University - Ivy College of Business
Bachelor of Business Administration - BBA, Finance
Community
