Carly Hopkins joined Stonebridge Financial Group in February 2024 as a paraplanner and client service associate. She brings 7 years of experience to the firm after serving as the director of investment operations at Northwestern Mutual. Carly is also a Retirement Income Certified Professional (RICP©), is a notary public of Pennsylvania, and holds her series 7 and series 63 registrations.
In her position at Stonebridge, she assists our advisors with the planning support they need to create and analyze financial plans for their clients. Carly also aids in the onboarding, servicing, and trading of clients’ accounts, and works directly with onboarding and servicing direct sponsor clients.
Carly and her husband, Will, reside in the Harrisburg area with their two dogs, Rosie and Rambo. She loves spending her free time cooking new recipes, hiking, playing with her dogs, and spending time with her family and friends. Carly also enjoys volunteering for various events for Alex’s Lemonade Stand, which helps raise money for childhood cancer, and supporting various animal rescues such as the Humane Society.
