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

Wealth Planning

Communicating wishes when preparing for a death

January 9, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
Outlook

Can markets climb the wall of worry?

January 9, 2024From government shutdown fears to surging bond yields, there’s plenty for investors to fret about – but there’s also reason for optimism.Read Now
Economy

Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now
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