James S. Lin, MBA, CRPC®, CPFA, is a Senior Vice President and Wealth Management Advisor at RBC Wealth Management, having joined the firm in 2022 after an extensive career at Merrill Lynch Wealth Management from 2004 to 2022. Originally from Philadelphia and Boston, they graduated from Franklin & Marshall College with a degree in Economics and earned an MBA in Finance and Strategic Management from The Wharton School. With over 20 years of experience in investment and wealth management, James is dedicated to helping clients achieve their financial goals through a collaborative partnership built on trust. Outside of work, they reside in Dublin with their family, enjoying activities such as skiing, yoga, and volunteering with their children's sports teams.
This person is not in any teams
This person is not in any offices