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Tom Barrett

Managing Director, Applied Insights

PDF Tom’s Full Bio   |   PDF Tom’s Speaker Bio


Tom’s career at Hartford Funds has taken him from internal sales to marketing communications, all the while nurturing and leading the firm’s longstanding public-speaking club. Today, he’s motivated by seeing how much his presentations, especially those on longevity, connect with audiences. “Longevity planning is a common bond—we’ll all experience the impacts of aging,” Tom says. His firsthand experience helping aging parents cope with Alzheimer’s disease makes educating audiences that much more meaningful.


Current Topics

Transfer wisdom, not just wealth
How to age-proof your most valuable asset
No longer that short period between the end of work and the end of life, modern retirements can last up to 20 years, or 8,000 days. Help clients plan for this new, complex chapter.
When the next “crisis du jour” makes headlines, help clients avoid knee-jerk decisions and maintain a long-term perspective
Apps, websites, and digital devices can help clients stay mobile, healthy, and socially connected as they age
Top financial professionals' best methods for attracting affluent clients
Understanding the key factors impacting Social Security income can help clients maximize their benefits
Provide clients with a road map of what older age may present, resources to help, and how to pay for it all.
For more than a decade, we’ve partnered with the MIT AgeLab to uncover what investors are thinking about lifestyle trends, who they trust, and the future of retirement—all of which influence their decision-making process. Our advisor consultants can provide coaching to help you deepen relationships with clients by applying AgeLab research and tools to your practice.


5 Things About Tom


Tom enjoys traveling to warm climates. His favorite beach—Grace Bay Beach in Turks & Caicos.


He owns a 19-pound cat named Charlie, who was rescued during Superstorm Sandy.


For six years, Tom served as president of the Hartford Funds public speaking club.


He’s a computer nerd and builds PCs from scratch as a hobby.


Born in Pennsylvania, Tom’s California-resident parents raised him as a USC Trojans fan.

Contact your Hartford Funds advisor consultant or field specialist for Tom's availability.

Applied Insights Team Page


Tom Barrett is a registered representative of Hartford Funds Distributors, LLC.

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The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.

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