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Lisa J. Hopcroft, CFP®, CWS®

Private Wealth Advisor
Atlanta, GA

Lisa Hopcroft is a Private Wealth Advisor for the Private Wealth division of Ronald Blue Trust and also works with the company’s Family Office division serving clients out of the branch office in Atlanta, Georgia.

As an experienced wealth advisor to individuals, families, and businesses, Lisa uses her objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. Her goal is to help those she serves focus on the things that matter most to them. Lisa and her team integrate financial planning, investment management, and trust services into financial plans tailored to her clients’ needs.

Lisa graduated with distinction from Nova Southeastern University in Ft. Lauderdale, Florida with a degree in Management. A few years later, she received her CERTIFIED FINANCIAL PLANNERTM designation from the Financial Planning Certificate Program at the University of Central Florida. Lisa is also a Certified Wealth Strategist®.

In 2010, Lisa was named Employee of the Year for the Atlanta Branch for her outstanding client service.

Active in her community, Lisa attends her local church, where she serves on the Host Team and has led community groups for over seven years.

When Lisa is not in the office, she can be found hiking and camping in the mountains with her husband, Rob, and her teenage son, Nick. Lisa resides with her family in Alpharetta, Georgia.


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