Your Retirement Sketchbook: This $10B Money Manager Shares Timeless Advice

Guest

Jamie P. Hopkins is the Chief Executive Officer of Bryn Mawr Trust Advisors and Chief Wealth Officer of WSFS

Website:

https://www.bmt.com/

$9.7 B AUM

$83B AUA

Jamie’s Book Your Retirement Sketchbook

https://www.amazon.com/s?k=your+retirement+sketchbook&adgrpid=189089282849&hvadid=779538706971&hvdev=c&hvexpln=0&hvlocphy=9012420&hvnetw=g&hvocijid=9417797168261476935--&hvqmt=e&hvrand=9417797168261476935&hvtargid=kwd-2438321451310&hydadcr=22566_13730726_8131&mcid=95ac021b6cc2339c840c1c1b5258a34f&tag=googhydr-20&ref=pd_sl_8genc50o2l_e

Jamie’s Bio

Jamie P. Hopkins is the Chief Executive Officer of Bryn Mawr Trust Advisors and Chief Wealth Officer of WSFS. Jamie is a graduate of Temple University School of Law, where he received his LL.M., and Villanova University School of Law, where he earned his juris doctorate and his MBA.

A Wall Street Journal bestselling author, educator and executive speaker, Jamie serves on numerous advisory boards around the financial services industry and formerly as a national trustee member of NAIFA.

Jamie is also the founder and president of the 501(c)(3) nonprofit FinServ Foundation and was named as a top 10 Investopedia 100 Top Financial Advisor for 2023.

Jamie's new bestselling book is Your Retirement Sketchbook, designed to make retirement planning simple. Jamie has written for MarketWatch, InvestmentNews, ThinkAdvisor, Forbes and Kiplinger.