Lincoln Financial loses $150 million team to Raymond James

Two brokers managing $150 million in assets at Lincoln Financial have moved to the independent unit of Raymond James. Thomas Burger and Jeanne Hagar operate as The Hamilton Group in Beverly and Mansfield, Mass. The practice is a satellite branch of an RIA firm, Boston Harbor Wealth Advisors, whose advisers are affiliated with Raymond James. "I was looking for a succession plan, and with Raymond James' help, we were able to work one out via an alignment with an existing affiliated team," said Mr. Burger, who began his career in 1971 at Howard Holladay, a general insurance agent. Since 1981, he has conducted his investment business as a branch manager through Lincoln Financial Securities Corporation and its predecessor firms. Ms. Hagar joined Prudential Financial in 1991, and joined The Hamilton Group and Lincoln Financial in 2002. ​ ​