Shilin Yin, CFP^®, focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. She seeks collaborative relationship with each client, actively listening and learning in order to gain insight to their values and their financial and emotional decision-making processes. At Merrill Lynch Wealth Management, Shilin is supported by a team of specialists in investments, estate planning services, intergenerational wealth transfer, philanthropy and lending.

Shilin started her career at Morgan Stanley as a Financial Advisor Associate in 2012. During this time, she acquired the Series 7, 65, and 63 FINRA Registrations and life insurance licenses. Shilin joined Merrill Lynch Wealth Management in 2013. She holds the CERTIFIED FINANCIAL PLANNER^™ (CFP^®) certification, awarded by the Certified Financial Planner Board of Standards, Inc.

Shilin has earned the Certified Investment Management Analyst^® (CIMA^®) designation and the Certified Private Wealth Advisor^® (CPWA^®) designation awarded by the Investment & Wealth Institute^™ upon completion of studies with the Yale School of Management Executive Education.  She also holds the Chartered Retirement Planning Counselor (CRPC) designation.

Shilin grew up in China and has lived in the United States since college. She is a native Mandarin Chinese speaker. Shilin is a graduate of Temple University and holds an MBA in International Business from California State University at Dominguez Hills. When she is not working, Shilin enjoys cooking and hiking with her husband Brett in the Adirondacks.