About Raymond

Raymond Lin is a Wealth Advisor with J.P. Morgan Wealth Management.

Raymond works closely with corporate executives, financial professionals, small- to medium-sized businesses, and dentists, doctors and other members of the medical industry. His focus is on listening to each client's needs and building a long-term wealth strategy that is targeted toward their most meaningful goals.

Fluent in Mandarin, Raymond is passionate about helping members of the Asian community across their comprehensive financial picture. He leverages his extensive network to connect like-minded individuals and engage around innovative ideas.

Raymond leverages his background, experience and collaboration with his exceptional team to embody the principle that getting things done is important, but getting them done well is a mandate for each relationship. He is known as a tenacious individual and quitting is not in his vocabulary.

Before joining J.P. Morgan, Raymond was at Merrill Lynch with his team. There, he rose from a client service role to a Wealth Advisor that could address the sophisticated needs of affluent individuals.

A native of the area, Raymond graduated from New York University with a B.A. in Economics. He holds the FINRA Series 7 and 66 securities licenses.

Raymond resides in Long Island City and in his free time, he likes to play basketball and golf, practice the piano, travel internationally and spend quality time with friends and family.

Insights

Markets

Quick shot: President Biden bows out of the election – now what?

July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now
Outlook

Three big surprises that could drive markets in the second half

July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
Markets

What’s driving the rotation into small-cap stocks?

July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
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