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Tom Simonson Email & Phone Number

Partner and Managing Director at Creative Planning Retirement Services
Location: Charlotte, North Carolina, United States 5 work roles 2 schools
1 work email found @lockton.com 3 phones found area 704 and 816 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email t****@lockton.com
Direct phone (704) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Creative Planning Retirement Services
Role
Partner and Managing Director
Location
Charlotte, North Carolina, United States
Company size
1946 employees

Who is Tom Simonson? Overview

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Quick answer

Tom Simonson is listed as Partner and Managing Director at Creative Planning Retirement Services, a with 1946 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at lockton.com, phone signal with area code 704, 816, and a matched LinkedIn profile for Tom Simonson.

Tom Simonson previously worked as Partner/Managing Director at Creative Planning Retirement Services and Senior Vice President at Lockton Companies. Tom Simonson holds Master Of Business Administration (M.B.A.) from Wake Forest University.

Company email context

Email format at Creative Planning Retirement Services

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{first_initial}{last}@lockton.com
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AeroLeads found 1 current-domain work email signal for Tom Simonson. Compare company email patterns before reaching out.

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Profile bio

About Tom Simonson

I help for-profit and not-for-profit employers align their qualified and non-qualified retirement plans to meet their business goals. Areas of focus include assessing employee retirement readiness, fiduciary liability management, investment selection and monitoring, vendor management/evaluations, plan design, and employee communications. Prior to joining Lockton Retirement Services, I spent nine years as a retirement plan consultant and regional leader with Mercer and six years as a sales representative for Principal Financial Group's retirement services division.

Listed skills include 401K, Retirement, Defined Benefit, Series 7, and 17 others.

Current workplace

Tom Simonson's current company

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Creative Planning Retirement Services
Creative Planning Retirement Services
Partner and Managing Director
Charlotte, NC, US
Website
creativeplanning.com
Employees
1946
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Company profile
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5 roles · 31 years

Tom Simonson work experience

A career timeline built from the work history available for this profile.

Partner/Managing Director

Current
Creative Planning Retirement Services

Overland Park, Kansas, Us

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.

Dec 2021 - Present

Senior Vice President

Lockton Companies

Global, Us

Responsible for new business development, client management, and business leadership for Lockton Retirement Services.

Aug 2012 - Dec 2021

Principal

Mercer

New York, Ny, Us

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.

Aug 2003 - Aug 2012

Vp Of Sales - Retirement Services

Principal Financial Group

Des Moines, Iowa, Us

Retirement plans wholesaler; led sales efforts in San Jose, CA, Charlotte, NC, and Austin, TX during my seven-year career at Principal.

1996 - 2003 ~7 yrs
Team & coworkers

Colleagues at Creative Planning Retirement Services

Other employees you can reach at creativeplanning.com. View company contacts for 1946 employees →

MC Mike Cochran Mike Cochran Colleague at Creative Planning Retirement ServicesMemphis, Tennessee, United States View → JC Jordan Canupp, Cfp® Jordan Canupp, Cfp® Colleague at Creative Planning Retirement ServicesKansas City Metropolitan Area, United States View → TC Trishita'S Creativity School Trishita'S Creativity School Colleague at Creative Planning Retirement ServicesBangladesh View → CB Caleb Beil Caleb Beil Colleague at Creative Planning Retirement ServicesKansas City Metropolitan Area, United States View → MG Mitchell Guralski, Cfp®, Aif®, Crps® Mitchell Guralski, Cfp®, Aif®, Crps® Colleague at Creative Planning Retirement ServicesMarathon County, Wisconsin, United States View → SB Sherry Becchina Sherry Becchina Colleague at Creative Planning Retirement ServicesLees Summit, Missouri, United States View → MH Matthew Hoesch, Cebs, Cpfa, Mba Matthew Hoesch, Cebs, Cpfa, Mba Colleague at Creative Planning Retirement ServicesRockville, Maryland, United States View → AH Arthur Harmon Arthur Harmon Colleague at Creative Planning Retirement ServicesKansas City, Missouri, United States View → SA Steve Apsey Steve Apsey Colleague at Creative Planning Retirement ServicesLeawood, Kansas, United States View → PP Paige Palmer, Jd Paige Palmer, Jd Colleague at Creative Planning Retirement ServicesLongview, Texas, United States View →
2 education records

Tom Simonson education

Master Of Business Administration (M.B.A.)

Wake Forest University

Bachelor Of Business Administration - Bba, Finance

Iowa State University - Ivy College Of Business
FAQ

Frequently asked questions about Tom Simonson

Quick answers generated from the profile data available on this page.

What company does Tom Simonson work for?

Tom Simonson works for Creative Planning Retirement Services.

What is Tom Simonson's role at Creative Planning Retirement Services?

Tom Simonson is listed as Partner and Managing Director at Creative Planning Retirement Services.

What is Tom Simonson's email address?

AeroLeads has found 1 work email signal at @lockton.com for Tom Simonson at Creative Planning Retirement Services.

What is Tom Simonson's phone number?

AeroLeads has found 3 phone signal(s) with area code 704, 816 for Tom Simonson at Creative Planning Retirement Services.

Where is Tom Simonson based?

Tom Simonson is based in Charlotte, North Carolina, United States while working with Creative Planning Retirement Services.

What companies has Tom Simonson worked for?

Tom Simonson has worked for Creative Planning Retirement Services, Lockton Companies, Mercer, and Principal Financial Group.

Who are Tom Simonson's colleagues at Creative Planning Retirement Services?

Tom Simonson's colleagues at Creative Planning Retirement Services include Mike Cochran, Jordan Canupp, Cfp®, Trishita'S Creativity School, Caleb Beil, and Mitchell Guralski, Cfp®, Aif®, Crps®.

How can I contact Tom Simonson?

You can use AeroLeads to view verified contact signals for Tom Simonson at Creative Planning Retirement Services, including work email, phone, and LinkedIn data when available.

What schools did Tom Simonson attend?

Tom Simonson holds Master Of Business Administration (M.B.A.) from Wake Forest University.

What skills is Tom Simonson known for?

Tom Simonson is listed with skills including 401K, Retirement, Defined Benefit, Series 7, Series 63, Employee Benefits, Defined Contribution, and Retirement Planning.

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