Thomas Burger

CFP® , CLU, MBA
Principal, The Hamilton Group

Thomas M. Burger was born in California and grew up in Iowa City, Iowa. After public high school in Iowa he went east to Harvard College, graduating in 1967, A.B. cum laude. Subsequently he graduated from Harvard Business School with an MBA in 1973.

In 1971 Tom entered the financial and estate planning business with Howard Holiday, a general agent for National Life of Vermont and Equity Services, Inc. Since 1976 Tom has been a general agent, first with Chubb Life and then with Lincoln Financial. Since 1981 he has conducted his investment business as a branch manager through Lincoln Financial Securities Corporation, Member SIPC, or its predecessor corporations.  In 1973 Tom earned his Charter Life Underwriter designation, and later became a CERTIFIED FINANCIAL PLANNER™ designee. He is an Investment Advisor Representative of Raymond James Financial Services Advisors, Inc.

Over the years Tom has served his community in a number of ways. From 1976-1987 he was one of the founding partners of the Cabot Street Cinema Theatre and Le Grand David and his own Spectacular Magic Company. From 1987-1993 he served as Chairman of the Board of the Waring School. From 1989-1995 he served as a Wenham Selectman. From 2004 to 2006 he was on the Board of the Essex County Community Foundation, serving as chair of their Planned Giving Committee. Since 2004 Tom has been on the Board of the Rockport Chamber Music Festival, now Rockport Music. Between 2005 and 2011 he chaired that Board as the organization undertook ma $20 million capital campaign to build their own performance center, which opened in June 2010. He is currently serving as a trustee emeritus.

In December 2011 he joined the Board of Longy School of Music. In april 2012 Longy merged with Bard College. With Bard and the Los Angeles Philharmonic, Longy is fostering social change through music in their Take A Stand program.

In January 1999 Tom Married Andree Robert and they now reside in Gloucester. He takes great delight in the unfolding of the lives of his three adult children, Rachael, Alex and Natasha and that of his son-in-law, Hitesh Hathi and grandson, Mohan.

Raymond James is not affiliated with any of the listed organizations.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.