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Lin Edwards

Merrill Lynch
Financial Planning

Contact Information:

Austin, TX 78731
United States

Years in Business:

 

20

Clients I'm Seeking:

 

Business Owners, Entrepreneurs and Wealthy Families.

About My Business:

 

Lin A. Edwards, CRPC®,CDFA® Senior Vice President, Wealth Management Advisor, Personal Investment Advisory Program Portfolio Manager. Lin leads a Texas-based wealth management practice “Edwards and Associates” that services a select group of families, business owners/entrepreneurs, and corporate executives. Their mission is to be an essential partner and trusted advisor to their clients as they pursue their vision of financial success. Their commitment to this mission is defined by three core principles: I. Consultative Approach – Through discovery that helps clients discuss, clarify, and prioritize their financial objectives. An interactive wealth planning process that helps clients see where they stand today along with a clear path to goals achievement. A commitment to educating our clients helps simplify complex issues and ease decision-making. Benefit: Clients experience the confidence that comes from having clarity and structure in their financial lives. II. Goals-Based Strategies – Experience, teamwork, and specialization allows us to innovate and bring a meaningful perspective. A clear investment philosophy combined with proven principles results in portfolios tied to our clients’ stated objectives. Willingness to work with other professionals and leverage global resources brings holistic solutions. Benefit: Clients feel more at ease knowing that their financial advisor is a financial advocate. III. Personal Attention – Working with a select number of clients ensures accessibility and responsiveness. Proactive reviews and ongoing communication help us make sense of financial markets for our clients and keep them on track. Taking and active interest in our client’s lives creates a comfortable, caring environment. Benefit: Clients feel connected, which can lead to long-term relationships based on trust. With over two decades of experience in the Financial Industry from Anchorage, AK to Austin, TX, Lin A. Edwards has been dedicated to providing clients with the finest individually tailored approach to investing and risk management. Lin and her team assist a select group of affluent clients in a tailored approach to investment management, tax and estate planning as well as wealth preservation and wealth transfer planning. Drawing on her vast experience and Merrill Lynch's global resources, Lin develops personalized, strategic solutions to address the complex needs of individuals and organizations with substantial wealth. Together with a strong team of specialists, Edwards and Associates offers clients a comprehensive range of services including: discretionary portfolio management; sophisticated retirement planning with ERISA experience; hedging and monetization of concentrated equity positions; risk analysis; life insurance analysis and funding; long-term care insurance; plus a full complement of wealth preservation and transfer services. Using proprietary analysis, historical data, and Merrill Lynch's objective research, Edwards and Associates creates customized investment strategies that are designed to help meet client expectations and long-term goals. The Teams goal is to help to limit downside risk so that clients can enjoy consistent returns without the kind of volatility that can sometimes make investing an anxious experience. In addition to her vast training and experience, Lin holds the designations of Chartered Retirement Planning Counselor, Wealth Management Advisor and Personal Investment Advisory Program Portfolio Manager. Lin completed The Wharton School-Financial Advisor Leadership Program and The University of Chicago Booth Business School-Advanced Portfolio Management Program. Edwards and Associates focuses on bringing harmony and peace of mind to your financial life. To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the 'Special Needs Financial Services', section of TotalMerrill.com

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