Professional
Qunnie Lin leads a diverse team of experts, consisting of: Shay Delis (Arroyo), Hang Lin, and Rachel Bass. Lin Wealth Management is recognized across the country as a force for women and minorities, as the team breaks stereotypes of the financial services industry. Qunnie began and operates her practice from New York City, and Lin Wealth Management serves clients throughout the United States.
Lin Wealth Management believes everyone deserves to feel secure and confident about their finances. By implementing strategies in alignment with the wants, needs, and long-term objectives of their clients, the team helps their clients secure a financially secure future. Qunnie and her team dedicate their time and efforts to build and improve each client's relationship with money.
Awards and Recognition
The Women of Wall Street Awards 2019
This award recognizes successful women who have made strides within both the business and finance industries. Qunnie Lin and the Women of Wall Street defy all obstacles in pursuit of diversification and advancement in the workplace.
Top Advisor Award for New Clients 2019
This companywide award recognizes Lin Wealth Management for impacting the highest number of new clients. The team is the first female-led financial advising team in Northwestern Mutual's history to reach this number within a year. The team ranked #1 among thousands of Northwestern Mutual financial advising teams.
Million Dollar Round Table Qualifying Member for 2014, 2021
MDRT is the premier association of financial professionals. MDRT status is granted for one year and members must apply every year to continue their affiliation with the MDRT.
Forum 2020, 2021
This prestigious companywide honor is awarded to the top 1% of financial advising teams annually.
Eastern Regional Women's Leader 2020, 2021
Recognized Lin Wealth Management as the top female-led financial advising team in the Eastern Region.
Years of Experience
Representing Northwestern Mutual since 2011.
Education
| Degree | Major | Institution |
|---|---|---|
| Bachelor of Science | Finance | State University of New York at Buffalo |