Tom Simonson in

Tom Simonson

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Partner/Managing Director at Creative Planning Retirement Services
📍 Charlotte, North Carolina, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
30 Years
Current Role
Partner/Managing Director
Job Level
Mid-senior
Location
Charlotte, North Carolina, United States
Personality Overview

How Tom shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Tom cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

12-2021
Partner/Managing Director
Creative Planning Retirement Services
8-2012 - 12-2021
Senior Vice President
Lockton Companies
8-2003 - 8-2012
Principal
Mercer
1996 - 2003
VP of Sales - Retirement Services
Principal Financial Group
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2009 - 2011
Master of Business Administration (M.B.A.)
Wake Forest University
1991 - 1995
Bachelor of Business Administration - BBA
Iowa State University - Ivy College of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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