Shilin Yin

Shilin Yin, CFP®, has been advising families and businesses for over a decade. She began her career at Morgan Stanley as a Financial Advisor Associate and joined Merrill Lynch Wealth Management in 2013. Shilin is supported by a team of Merrill and Bank of America specialists in investments, estate planning services, philanthropy, and lending. She focuses her practice on helping clients grow and preserve their wealth through multiple challenging economic and market cycles and major life events.

Shilin employs a disciplined and sustainable process that prioritizes prudent risk management, long-term growth, tax efficiency and transparency. Helping to increase diversification to the traditional stocks and bonds portfolio, she also offers a variety of alternative investments for qualified investors through specialized strategies, including private equity, private credit, real estate, commodities, and managed futures.

Shilin is a native Mandarin Chinese speaker and holds the CFP® mark as well as the CIMA®, CPWA®, and CRPC™ designations. She is a graduate of Temple University and holds an MBA in International Business from California State University. Shilin and her husband, Brett, live in Mariaville, NY.
_{Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments.  For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.}