Head of Wealth @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
Philadelphia, PA
Joined November 2012
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Jamie Hopkins retweeted
Congratulations @RetirementRisks Jamie Hopkins, @BrynMawrTrust Bryn Mawr Trust Advisors, winner of the INDIVIDUAL RIA FIRM LEADERS: Thought Leader of the Year category of the 2026 Wealth Management Industry Awards! #Wealthies
Always great when good friends make the trip to Philadelphia.
Had a chance to spend the day with my friend, @FiSurgi, recording a podcast with Kate Duffy. We covered everything from investing and financial literacy to the importance of helping people make smarter financial decisions.
Conversations like these remind me how much we can learn when different perspectives come together.
Of course, I tried to give David the full Philadelphia experience and convinced him to try some scrapple (some say the worlds greatest food creation). Unfortunately, the doctor prevailed. Instead, we ended up at a Michelin-starred ⭐️⭐️⭐️ seafood restaurant - typical 😜
doctors… always making the “healthy” choice.
Then spent some time walking the city in this Canadian smoke and chatted it up with FinServ Foundation mentor and my colleague at Bryn Mawr Trust Chuck Posnecker, CFA, CFP®, CTFA, AEP®, CAP®
Thanks for your friendship everyone and give back to the world! Very great day
Thanks for making the trip, David. Looking forward to sharing the podcast soon!
Jamie Hopkins retweeted
❝True wealth isn't measured by what you accumulate, but how intentionally you use your resources to live with purpose.❞
We love this quote from Jamie Hopkins @RetirementRisks about Even More Than Money which is published next week! Edited by @ShannaDue and curated by Taylor Schulte @DefineFinancial and Justin Castelli @jus10castelli.
Even More Than Money shares 20 transformative stories told by financial advisors of real people that they have helped. Within these thought-provoking, real-life examples, one thing becomes clear: money isn't just for tomorrow's security, it's for today's purpose.
From a corporate executive who traded her corner office for a ticket booth at Wrigley Field, to a couple who spent two decades building their wilderness dream, to a widow who learned that true wealth comes from letting go, these stories reveal what happens when we align our resources with what matters most.
Available to pre-order now in all formats! lnk.to/evenmorethanmoney
Super pumped my TEDx talk finally dropped
3 Ways to Fix the Attraction, Development, and Retention of Talent | Jamie Hopkins | TEDxWilmington youtu.be/afrF7ztzRb4
Jamie Hopkins retweeted
🏆 Congratulations to my Fellow Finalists
RIA: Thought Leader of the Year:
@CaryCarbonaro
James Bogart
Drew Boyer
Jamie Hopkins @RetirementRisks
@Ross__Marino
Christopher Gunster
Kim Kamin
Andree Mohr
@jbrendanfrazier
Jamie Hopkins retweeted
Mary Beth Franklin - RetirePro LLC is the recipient of Lifetime Achievement in the Wealth Management Industry at the InvestmentNews Awards 2026. #INAwardsUS
hubs.la/Q04my-MM0
Jamie Hopkins retweeted
Excellent discussion between @RetirementRisks and @danielcrosby on retirement, spending, working, investing, and so much more. 👏
"Why is it so hard to spend down my nest egg in retirement?"
It's the #1 question I get, and @RetirementRisks tackles, this and other retirement questions in this week's episode:
standarddeviationspod.com/ep…
Jamie Hopkins retweeted
"Why is it so hard to spend down my nest egg in retirement?"
It's the #1 question I get, and @RetirementRisks tackles, this and other retirement questions in this week's episode:
standarddeviationspod.com/ep…
A10: I'd tell my younger self that consistency and good habits often beat trying to time markets or pick winners. #CreditChat
Jamie Hopkins retweeted
Q2. What factors matter most when choosing a retirement savings strategy — age, income, lifestyle goals, risk tolerance, or something else? #CreditChat
Jamie Hopkins retweeted
Q1. When should you start thinking seriously about retirement planning, and what can motivate consumers to begin saving? #CreditChat
Jamie Hopkins retweeted
We are grateful to be joined by @RetirementRisks, @LeslieHTayneEsq, @WellKeptWallet, @RetireSecureNow, and @bamconsults! #CreditChat
Jamie Hopkins retweeted
For all those new to #CreditChat, follow along the #tweetchat by replying A1, A2, A3…etc. to the corresponding question and don’t forget to add #CreditChat to your response!
Jamie Hopkins retweeted
We’re getting ready for today’s #CreditChat!
Join us in 5 minutes! Topic: Preparing for Retirement: How to Choose the Right Retirement Savings Strategy experian.com/blogs/news/abou…
Jamie Hopkins retweeted
Hey #CreditChat family! We’re looking forward to today’s conversation. We have an amazing panel joining us today!
Jamie Hopkins retweeted
It’s almost time for our weekly #CreditChat. Join us at 3 p.m. ET. experian.com/blogs/news/abou…
Jamie Hopkins retweeted
Don’t miss tomorrow’s #CreditChat about saving for retirement: We’ll be joined by: @RetirementRisks, @LeslieHTayneEsq, @WellKeptWallet, @RetireSecureNow, and @bamconsults: experian.com/blogs/news/abou…
Jamie Hopkins retweeted
I always love to see my friends doing amazing things.
I happened to be in Barnes and Noble this morning and I just came across this…
Proud to know you @RetirementRisks
BREAKING NEWS! I am speaking at #TEDxWilmington!
Join us on Saturday, April 25th, 2026, at 1:00 PM, at the Hockessin PAL Center (details on the QR code) for an afternoon of inspiring speakers and talks.
The event is organized by Dr. Dan Young and Dr. Elayna Fernández, and as a featured speaker, I'll be sharing “3 Ways To Fix The Attraction, Development, and Retention of Young Talent”
Tickets available here: lnkd.in/eTrHdPeB
