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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Jamie Hopkins
CEO at Bryn Mawr Trust
Speaker

Profile

Jamie P. Hopkins is CEO of Bryn Mawr Trust Advisors and CWO of WSFS. A Wall Street Journal best-selling author, educator, and executive speaker, Jamie has previously served on numerous advisory boards around the financial services industry such as Wing.app, Wealth.com, C2P, IncomeLab, and was a national trustee member of NAIFA. He currently sits on the advisory board of Focal, an AI startup. Jamie is also the founder and president of the 501(c)(3) non-profit, FinServ Foundation and was recognized as the 2021 RIA Thought Leader of the Year by WealthManagement.com and Top 10 Investopedia 100 Top Financial Advisor for 2023. Jamie has also taught financial planning courses and created course content at Creighton University and American College of Financial Services since 2012.

Agenda Sessions

  • Retirement Income Strategies – Best Practices in 2025

    12:30pm