Qunnie Lin, CLTC®
Financial Advisor


Lin Wealth Management

Professional

The Lin family immigrated to America when Qunnie was just twelve years old. This hard-working family sought to establish roots that would provide endless opportunities to the Lin children. Fast forward ten years: their dream came true. Shortly after earning her bachelor's degree in finance, Qunnie's career trajectory was solidified when she was selected for Northwestern Mutual's internship program and grew a love for helping clients achieve their goals.

Qunnie's small but deep roots have rapidly developed and strengthened. She now leads a strong, diversified team of experts, who have graduated from renowned universities such as Columbia and NYU. They are especially recognized across the country as a force for women and minorities in the financial services, as they endeavor to break the stereotypes of the industry. To date, Qunnie and her team are licensed in several states across the country, and have proudly serviced over 2000+ clients.

In 2019, they received a company-wide award for impacting the highest number of new clients. Qunnie is the first woman in Northwestern Mutual's history to reach this number within a year. In 2020, the team joined Forum, which recognizes Lin Wealth Management as one of the top 1% of financial advising teams across the company. Throughout the COVID-19 pandemic, the team supported individuals and business owners through virtual financial advising. During the pandemic, CNN highlighted Qunnie's work with The Main, a small business and creative co-working space in New York City. 

Just as Qunnie's team has matured, they wish the same for their clients. Through patience, stability, and hard work, financial advising can provide compound security and growth. The mission remains the same for all clients regardless of gender, career, or familial situation. Qunnie and her team dedicate their time and efforts to build and improve each client's relationship with their money. They strive to educate individuals on the many layers of financial planning and put forth multi-faceted strategies. This will ensure each client's effective attainment and preservation of wealth.

The team takes a holistic view toward financial planning with emphasis on serving, but not limited to:

  • Families
  • Legal professionals
  • Small business owners
  • Millennial professionals
  • Healthcare professionals
  • Women in finance and business 

This team's highest hope is for clients to broaden their understanding of financial planning as their wealth of knowledge gains traction with their loved ones. Our team encourages and coaches a long-term investment in financial development for all our clients in pursuit of this dream.

 

 

 

 

 

 

 

 

Awards and Recognition

Million Dollar Round Table Qualifying Member for 2014

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT.

The Women of Wall Street Awards 2019

This award recognizes successful women who have made strides within both the business and finance industries. Women of Wall Street defy all obstacles in pursuit of diversification and advancement in the workplace.

Top Advisor Award for New Clients 2019

This prestigious companywide award recognizes Qunnie's financial advising team for impacting the highest number of new clients. The team ranked #1 amongst thousands of Northwestern Mutual financial advisors.

Top 10 Female Advisors 2020

Qunnie's financial advising team ranked in the top ten of Northwestern Mutual's female financial advisors in the Eastern Region.

Forum 2020

This prestigious companywide honor is awarded to the top 1% of financial advising teams annually.

Years of Experience

Representing Northwestern Mutual since 2011.

Education

Degree Major Institution
Bachelor of Science Finance State University of New York at Buffalo
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck