Lisa J. Hopcroft

Lisa J. Hopcroft, CFP®

Sr. Private Wealth Advisor, Partner
Atlanta, GA
A Message from Lisa
lisa.hopcroft@bluetrust.com
(770) 308-2700
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Lisa Hopcroft is a partner of Blue Trust and a senior private wealth advisor in Atlanta, Georgia. She also serves families in the firm’s Family Office division.

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 to 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.

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

Active in her community, Lisa attends her local church, where she has served on the host team for over 13 years and as a small group leader for 10 years. She is actively involved with Lifework Leadership Atlanta and is a Planned Giving Partner for the Atlanta Mission. She is also one of the founding members of Blue Trust’s Women’s Initiative and continues to be an active participant.

Lisa and her husband Rob reside in Alpharetta, Georgia and have been married 33 years. They enjoy hiking, annual beach trips with their family, and watching college football together. They have one son, Nick, who graduated from the University of Georgia in 2021.

 
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Working with the team at Blue Trust has been such a gift. We needed financial advice on how to steward our assets well, and Blue Trust came highly recommended. We have been able to not only receive the best financial advice, but we have also grown our portfolio to have the capacity to be generous with what God has blessed our family with. Our advisor has been invaluable for not only financial advice, but to lend a constant listening ear to help navigate the curve balls life sometimes throws.

Erin & Michael M.Senoia, GA

We have been working with our advisor and her team for over 20 years in both lean and fat seasons. We have found her advice to be wise, timely, insightful, competent, helpful, and fully trustworthy. She has a humble confidence expressed in her warm, relational, professional style. She and her team have been instrumental in helping our family steward our financial assets and give generously. We heartily recommend her - she will bless you!

Bill & Alison I.Roswell, GA

Lisa Hopcroft and her team have been our account representatives at Blue Trust for the past 4 years. They are all very professional and efficient. Their presentations that show our financial position, investments and projections for future income and spending are very detailed and extremely helpful. They have also been most helpful in dealing with questions relating to our home loan, life insurance, social security and Medicare. Knowing their spiritual background and the way that they make decisions and provide guidance is a great comfort to us. Cathy and I highly trust their judgment and integrity, and are happy to recommend them to our friends and relatives.

Ted & Cathy D.Mineral Bluff, GA

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 12/31/23 and subject to change.
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