Christina Chin

Christina Chin is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management in White Plains, New York. She strives to be the person her clients can trust when they need a reassuring presence, an informed guide, and a diligent collaborator who will work hard on their behalf.

Christina’s clients include successful individuals, families, young professionals, and those from any walk of life who are nearing or already in retirement. She aims to help create customized wealth management strategies to help preserve, grow, and transfer their wealth to future generations. Her goal is to save clients time and energy by taking on the issues they encounter so they can concentrate on the people and priorities they value most.

With a focus on helping small business owners, Christina addresses the full life cycle of their business, including investment strategies, retirement benefit plan services, and access to Bank of America for banking, credit and lending solutions. With the knowledge that their business and personal finances are often linked, she can help manage everything as an integrated whole.

Christina believes that communication is the key to building strong client relationships and her approach starts with listening. She asks detailed questions to learn what’s truly important to her clients and helps uncover their financial position and where they wish to be. This becomes the foundation for creating financial plans tailored to their unique goals. As dreams, desires, and priorities change, Christina is committed to continually monitoring financial progress and revising portfolios as needed.

Christina began her financial services career in 2018. She earned a Bachelor of Business Administration degree from Zicklin’s School of Business at Baruch College, City University of New York with a concentration in finance and a minor in psychology. She holds the Certified Plan Fiduciary Advisor^® (CPFA^®) designation, FINRA Series 7 and 66 registrations, and life and health insurance licenses. Additionally, she is a member of the BoA Hispanic/Latino Organization for Leadership & Advancement (HOLA).

Born and raised in the Bronx, Christina is a lifelong New York Yankees fan. When she’s not spending time with or caring for family members, Christina enjoys playing softball and volunteering in her community.