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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

As lifespans continue to rise, retirement could be as long as 20 years—approximately 8,000 days. Help clients navigate what’s no longer an end but a new, complex stage of life.
Show clients how apps, sites, and devices that are transforming retirement
When the next “crisis du jour” makes headlines, help clients avoid knee-jerk decisions and maintain a long-term perspective
Knowing the factors that can negatively impact Social Security income can help clients make the most of their benefits
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

1

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

2

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

3

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

4

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

5

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.

Check the background of this firm/individual on FINRA's BrokerCheck.

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

Links from media articles to a non-Hartford Funds site are provided for users’ convenience only. Hartford Funds does not control or review these sites nor does the provision of any link imply an endorsement or association of such non-Hartford Fund sites. Hartford Funds is not responsible for and makes no representation or warranty regarding the contents, completeness or accuracy or security of any materials on such sites. If you decide to access such non-Hartford Funds sites, you do so at your own risk.

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