Somerset Wealth Strategies

Thomas Burgess Hamlin

Somerset Wealth Strategies

Thomas B. Hamlin is a licensed registered rep and fee based advisor. He is CEO & CCO of Somerset Securities, Inc. (mutual funds, alternative investments, variable annuities and other securities related business) as well as the CEO & Founder of Somerset Wealth Strategies, LLC (fixed annuity, life and other non-security related products) and Somerset Wealth Management, LLC (fee based RIA advisory firm on the Charles Schwab and TD Ameritrade Institutional platforms).

He holds several securities and insurance licenses including:

  • Series 6 (variable annuities and mutual funds license)
  • Series 7 (securities license)
  • Series 24 (Office of Supervisory Jurisdiction Branch Managers license)
  • Series 63 (blue sky, allows selling securities in states outside of his resident state)
  • Series 65 (Registered Investment Advisor Representative, which allows selling on a fee-only basis)
  • Life and Disability License (which allows for the selling of insurance products and annuities)
  • Tom is also licensed to do business in 48 states for both securities and insurance products
  • Founder of “AnnuityFYI.com” the top independent fixed and variable annuity resource in the country (based on content, media mentions hits and recurring visitors) and is considered to have considerable expertise in the annuity industry

Tom has been a financial professional for over 27 years and is responsible for placing assets of nearly one billion dollars ($1,000,000,000) with over 4,500 clients 50 states.

Tom is a former top advisor and branch manager with Raymond James Financial Services. During his time at RJFS he was a member of their Elite Chairman’s Council comprised of the Top 30 Investment Professionals in the country (out of approximately 4,000 advisors nationwide) for 7 years. He was also the Top Annuity Producer in the Nation for Raymond James Financial (based on annuity premiums) out of approximately 4,000 Financial Advisors for 9 consecutive years.

Tom is a former first vice president of Prudential Securities (now Prudential Financial) and during his tenure was ranked in the top five nationally within the firm in personal annuity and insurance production, and led his branch to the #1 position in the nation in annuity sales (1996 to 1997). Prior to working for Prudential Securities he was ranked the #1 and #2 Ranked Producer for four years with Independent Advantage Financial, Inc., which he helped, during his tenure, to become the nation’s largest independent shopping service for annuities and insurance products.

He has been responsible for sales, training and management of dozens of account specialists, and has been quoted by several top publications including; The Wall Street Journal, Barron’s, The Chicago Sun Times, VARDS, Ignites.com, Investment News, Tribune Media, Registered Rep Magazine, Financial Planning Magazine, National Underwriter, MarketWatch, Echos Times and numerous newsletters in addition to radio shows and public speaking as a source on financial investments. Tom is consistently ranked as one of the Top 100 Independent Financial Advisors in the country by Registered Rep magazine (based on assets under management) and he is also consistently considered for the Top 100 Advisors in the Nation by Worth Magazine, Barons and Investor’s Business Daily (IBD) and was ranked the #2 advisor in the state of Oregon by Baron’s in 2010.

During his tenure in the business, Tom has built a level of trust and confidence among his clients that we believe is unrivaled by his competitors. Even with all of Tom’s exposure, over 95% of his production still comes from repeat business and existing client referrals. With a focus on; retirement planning, guaranteed lifetime income, principal protection guarantees*, wealth transfer and exceptional customer service, Tom’s goal is to exceed his clients’ expectations in every aspect of their dealings.

His favorite aphorism, “We focus on identifying Safe Money Strategies that aren’t too good to be true – just too good to last.”

In addition it helps to follow a sound investment strategy, believing that diversification is the best strategy, uncertainty can create opportunity, and to never say never. There’s not much better than the peace of mind, that comes through financial independence to help lower one’s stress thus leading to a happier, healthier life.

When asked how he chooses the plans that he recommends to his clients and prospects he says, “I only work with relative plans and strategies, meaning those that most representatives would only offer to their relatives (and sadly maybe not even then).” In addition, staying on the cutting edge of technology and on top of trends has been invaluable. Things are changing at such a rapid pace saying it’s like trying to hit a fast moving target would be putting it mildly, and if you’re not on top of what’s happening you’ll surely be left behind and your clients will suffer. Tom says another important goal is to get our clients’ focused on living out their dreams by tackling one by one the things on their “Lifetime To-Do-List” AKA “Bucket List.” When people are worried about their money they can’t let themselves relax enough to really enjoy their retirement, this snowballs and then you find yourself watching CNBC instead of watching your grandkids or a sunset from a mountain top or beautiful beach with your loved ones.”

Tom is also very involved in charitable giving by donating tens of thousands of dollars each year to a number of worthy charities including but not limited to; Mercy Corps, Children’s Cancer Association, St. Jude Hospital, Toys for Tots, Special Olympics, Make A Wish, Race for the Cure, Leukemia & Lymphoma Society, Parkinson’s, American Heart Association, 4-H Club, Wounded Warriors, Military Officers Association of America (MOAA), Michael J. Fox Foundation for Parkinson’s Research, his church and more. When Tom retires his goal is to focus full time on philanthropy, family, friends and anything that will add value to our tremendously flawed race.

More information at: www.somersetws.com

*Guarantees are based on the claims paying ability of the issuing company.

Securities offered through Somerset Securities, Inc., member FINRA / SIPC since 1963