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.
