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Edward James Hopkins

Advisor at Mass Mutual Investors Services — Port St Lucia, FL

Updated today

Credentials

ChFC®, Series 63, Series 65

Experience

42 years

Location

Port St Lucie, FL

Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Total advisors

5,095

Across 1,227 offices

Clients per advisor

88 Typical

Avg AUM per client

$249,379 Low

HNW client ratio

0% Very Low

About

Edward Hopkins is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including over three decades with MML Investors Services, LLC and MassMutual Life Insurance Company. Outside of his advisory role, Hopkins serves as an elected director for the Connecticut Master Gardener Association, providing guidance to the organization. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs firm-approved software and collaborative planning processes to deliver written recommendations across investment categories, with implementation handled through separate brokerage or insurance arrangements.

Client services

Based on Mass Mutual Investors Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation programs

Expertise

Based on Mass Mutual Investors Services

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Occupation focus

Based on Mass Mutual Investors Services

Founder/Business Owner Attorney Executive

Demographic focus

Based on Mass Mutual Investors Services

Married/Couples/Partners Divorced

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Fee options

Commissions

Commissions on securities and insurance products sold; commissions vary by product

Other

Minimum fee: Minimum annual fee of $500 for Financial Planning Services Fee-only: Annual financial planning fees range from $500 up to over $35,000, negotiable and possibly waived

Location

See office

Port St Lucia, FL

Port St Lucia FL

Advisors at this office

3

Most active in

Connecticut · Florida · Texas

Work history

42 years of industry experience

MML Investors Services, LLC

1989 - Present • 37 years

Port Saint Lucie, FL

MassMutual Life Insurance Co

1988 - Present • 38 years

Port Saint Lucie, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Bryce B

Series 66, AAMS®, Series 7

Palm City, FL

Edward Jones

Bryce Buchanan is a financial advisor with Edward Jones in Palm City, Florida. Since joining the firm in 2014, he has been dedicated to helping individuals, families, and business owners make informed financial decisions and work toward their long-term goals. Bryce believes financial planning is about more than investments. It is about understanding what matters most to each client and building a strategy that aligns with their values, priorities, and vision for the future. He works closely with clients through life's major transitions, including retirement, business ownership, wealth accumulation, and legacy planning. A particular area of focus for Bryce is helping business owners prepare for significant financial and personal transitions. He enjoys collaborating with clients and their other professional advisors to create thoughtful strategies tailored to their unique circumstances. Bryce and his team are committed to building long-term relationships based on trust, personalized service, and ongoing guidance.

Business ownership considerations Business succession planning Retirement income strategy Wealth management Roth conversion strategy Founder/Business Owner Executive Self-Employed Retired Intergenerational Families Established Professionals

Trishul P

CFP®

Port Saint Lucie, FL

Investing Forever Advisory

My name is Trishul Patel, CFP®, MBA. I’m a fee-only financial planner based in Port St. Lucie, Florida, and the founder of Investing Forever Advisory, a 100% virtual financial planning and investment management firm serving clients across the country. I achieved financial independence before age 40 by saving aggressively, investing thoughtfully, and being intentional about what mattered most to me. That experience ultimately shaped the work I do today: helping clients make smarter financial decisions so they can build greater security, flexibility, and freedom in their own lives. I’ve always been an entrepreneur, investor, and problem solver at heart. As a kid, I soldered analog circuits, built computers, and programmed simple games. That curiosity eventually took me to Cornell University, where I earned a Bachelor of Science, a Master of Engineering, and an MBA. My professional career has taken me through technology, banking, trading, and investment management. I designed large-scale financial applications for major global banks, managed an exotic options book for a private firm in Southeast Asia that generated more than $750 million in sales over three years, and later served as a hedge fund portfolio manager responsible for more than $100 million in assets. Those experiences taught me to think critically, question assumptions, and look beyond conventional answers. Today, I bring that same mindset to financial planning. I enjoy taking complex financial problems, understanding what really matters, and turning them into clear, practical decisions. What motivates me most is helping people use money intentionally to create the life they want. I’m endlessly curious, enjoy thoughtful debate, and genuinely love learning about investing, markets, technology, and the many ways people define a successful life. When I’m not helping clients pursue their financial and investment goals, you’ll usually find me writing, podcasting, biking, and hiking with my wife and daughter.

Wealth management Passive / index investing Gen X (Born 1965-1980)
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Nicholas S

Series 65

Fort Pierce, FL

N.A. Silva & Company, Inc.

Nicholas Silva is the sole advisor at N.A. Silva & Company, Inc., an independent firm based in Fort Pierce, FL. He holds a Series 65 designation and has three years of industry experience. His prior roles include positions at Grand Bay Investments, Silva & Associates, and Raymond James. N.A. Silva & Company provides discretionary asset management and financial consulting to individuals, high-net-worth clients, and business entities. The firm combines fundamental, technical, cyclical, and quantitative analysis to develop tailored investment strategies and also offers business-focused consulting services such as capital structure advice and cash-flow forecasting.

Active portfolio management Founder/Business Owner
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William R

Series 66

Palm City, FL

Riddick & Co Entrepreneurial Finance, LLC

William Riddick is a financial advisor with Riddick & Co Entrepreneurial Finance, LLC in Palm City, FL. He holds a Series 66 designation and has 17 years of industry experience. Prior to founding his firm in 2021, he worked at Fortitude Advisory Group LLC and Saffer & Co. He also serves as Director of Operations for AV8 Realty, a real estate brokerage specializing in aviation properties, providing pro bono operational guidance. Riddick & Co Entrepreneurial Finance offers asset management, financial planning, and retirement-plan advice to individual investors, small business owners, and pension or profit-sharing plan clients. The firm utilizes both automated and traditional planning methods and conducts educational webinars and seminars on asset allocation, retirement, and tax planning.

Annuities Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Marc R

Series 63, Series 65

Stuart, FL

Integritt Wealth Management, LLC

Marc Rittersporn is a financial advisor with Integritt Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of his advisory work, he co-owns an alarm monitoring business and serves as president of the homeowners association board for The Esplanade of Downtown Stuart. Integritt Wealth Management provides discretionary asset management to individuals, high-net-worth clients, and entities such as trusts and charitable organizations, focusing on tailored portfolios of individual stocks, bonds, mutual funds, and ETFs. The firm follows investment strategies guided by Modern Portfolio Theory with an emphasis on ETF-based allocations and offers both discretionary management and periodic portfolio monitoring.

Passive / index investing
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Mindie M

Series 65

Stuart, FL

Mindie Molina Investments, LLC

Mindie Molina is the principal advisor at Mindie Molina Investments, LLC, an independent firm based in Stuart, Florida. She holds a Series 65 designation and has 10 years of industry experience, including previous roles at Aegis Wealth Management, AE Wealth Management, and Gradient Advisors. Outside of her advisory work, Mindie is also a Christian writer and video blogger, producing book promotions and video content. Mindie Molina Investments, LLC provides portfolio management and investment advice primarily to individual and high-net-worth clients, tailoring Investment Policy Statements to their goals and risk tolerance. The firm uses a quantitative approach drawing on modern portfolio theory, managing accounts with a combination of equities, fixed income, and ETFs, and may incorporate third-party money managers when appropriate.

Passive / index investing Active portfolio management
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