Shilin Yin Headshot Image
Shilin Yin
,
Wealth Management Advisor
NMLS #1146727
26 Century Hill Drive
Latham, NY 12110
518.782.4051
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My planning approach is to work together with you to create a personalized financial strategy designed to help you pursue your goals.
Profile

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.

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About Me
Welcome

As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.

Meet Our Professional Staff
Stephen Stewart
Officer, Registered Wealth Management Client Associate
518.782.4052
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Timothy Thomas
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #480782
Vic Diune
Wealth Strategies Advisor
Bank of America, N.A.
Ryan F Geer
Wealth Management Banking Specialist
Merrill
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
Shilin Yin is registered to do business in CA, CT, DE, FL, IL, MA, NH, NY, PA, TX, WA.