LAS VEGAS--(BUSINESS WIRE)--Wealth.com, the industry’s leading estate planning platform, today announced the appointment of Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP® as a strategic advisor. Hopkins’ vision and considerable industry expertise align well with wealth.com’s efforts to propel the industry forward, empowering financial advisors with technology, solutions and legal expertise that enable them to offer more comprehensive, personalized advice.
Currently serving as Senior Vice President of Private Wealth Management at Bryn Mawr Trust and CEO of Bryn Mawr Capital Management, Hopkins leads with a commitment to delivering comprehensive and personalized financial advice. His dual expertise as a trust and estate attorney and as a financial advisor is a key asset in his current role. This background will also prove invaluable in his work with wealth.com, as part of which he will collaborate closely with the company’s legal and product development teams to drive further innovation. Hopkins’ involvement is set to enhance the platform's already robust estate planning capabilities, ensuring it is poised to meet the growing and diverse needs of financial advisors and their clients.
“I am thrilled to champion wealth.com’s estate planning solution, which is breaking through traditional boundaries to offer something that truly resonates with the needs of modern advisors,” said Hopkins. “My experience has ingrained in me the importance of effective estate planning, especially when it’s integrated into a holistic financial strategy overseen by a trusted advisor. Working with both clients and advisors, I'm deeply attuned to the challenges and complexities of the profession. I’m looking forward to channeling this knowledge, as well as my legal acumen, to further enrich wealth.com’s powerful platform and ensure it continues to create value for a wide variety of advisors and firms.”
Hopkins’ recognition as one of Investopedia’s Top 40 Financial Services Professionals Under 40 and the American Bar Association’s Top 40 Young Attorneys underscores his deep expertise and commitment to delivering outstanding service at the intersection of finance and law. He also brings a significant academic presence, holding positions as professor of taxation at the American College of Financial Services, finance professor of practice at the University of Creighton and president of FinServ Foundation, a 501(c)(3) serving young professionals looking to join financial services. His educational background includes a Bachelor of Arts in Political Science from Davidson College, a Juris Doctor with honors from Villanova School of Law, a Master of Business Administration from Villanova University and a Master of Law from Temple University. Further, Hopkins’ work as the Director of the New York Life Center for Retirement Income showcases his leadership in the field of financial planning.
“Jamie is an innovative force who is constantly pushing the status quo. He has built a reputation based on integrity, thoughtfulness and innovative thinking – all of which are mission-critical for our team,” said Tim White, co-founder and chief partnership officer at wealth.com. “We look forward to tapping his interdisciplinary perspective as we uphold our commitment to continuous improvement and innovation.”
His appointment at wealth.com follows the company’s recent additions of Joanne Bradford, Brian Hamburger and Tyrone Ross as strategic advisors, marking a significant stride forward in shaping wealth.com’s future vision. Their collective expertise will be pivotal as the company works to reimagine estate planning for advisors.
As the only tech-led estate planning solution built specifically for financial advisors, wealth.com streamlines the estate planning process with frictionless onboarding, intuitive plan creation, clean visualizations and proactive insights that enable advisors to deliver comprehensive service. Its modern platform addresses every step of the estate planning journey while providing full coverage across all U.S. jurisdictions. To learn more, please email sales@wealth.com.
About Wealth.com
Wealth.com is the industry’s leading estate planning platform. It empowers financial advisors to provide a modern, comprehensive and sophisticated estate planning solution to their clients. Wealth.com’s in-house trust and estate attorneys designed and maintain the platform daily to deliver the legal rigor and quality that is expected from top firms. All easily accessed by both advisor and client in a collaborative digital ecosystem. Wealth.com is optimized for, and available in, all 50 U.S. states and D.C.
