William Jin
Financial Advisor
805 Northern Blvd
Great Neck, NY 11021
516.498.3332
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My mission is to put you and your priorities at the heart of everything I do. I strive to truly understand what matters most to you—your aspirations, challenges, and vision for the future. By listening closely and gaining a clear understanding of where you stand today and where you want to go, I work with you to create and implement a personalized strategy designed to help you and your family achieve your financial goals. My approach emphasizes thoughtful, tailored potential solutions aimed at transforming your goals into reality while helping you navigate and manage financial risks along the way.
Profile

I am a Financial Advisor based on New York. My primary goal is to help you achieve our financial dreams while preserving and building your wealth. I am passionate about guiding individuals and families through life's financial complexities, ensuring that your investments and financial plans are aligned with your aspirations. I believe in building genuine, lasting relationships with my clients, understanding your unique needs, and crafting strategies that bring you closer to your goals.

Whether you're planning for retirement, saving for your child's education, or looking to optimize your financial future, I am here to help. My approach is rooted in trust, transparency, and a deep dedication to your success.

My team and I are committed to providing clients with tailored wealth management advice that spans financing, investment management, banking, and more. Let's work together to turn your financial goals into reality.

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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William Jin is registered to do business in CA, CO, CT, FL, IN, MI, NH, NJ, NY, OR, PA, VA.