Charles Hopkins

Charles M. Hopkins, Jr. CRPC®
Vice President Financial Advisor Private Client Group Truist Investment Services, Inc.

3522 Thomasville Rd

1st Floor,

Tallahassee, FL 32309-3406

Charles.Hopkins@Truist.com

Phone 850-907-5064

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About me

Background

Charles Hopkins is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 20 years of investment experience. He works with clients to develop financial plans and strategies to help them address their individual financial goals.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science
Florida State University 1996

Personal Interests

Charles is active in the community, having served on a number of nonprofit boards in the Tallahassee area. Currently, he’s a trustee with the Tallahassee Quarterback Club Foundation, Inc., as well as serving as the foundation’s secretary. He and his wife, Suzanne, have three almost-grown children. He’s active in City Church, where he’s a member of the Praise Band. In his personal time, he enjoys anything outdoors and on the water and spending time with his family.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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