Lin Edwards Email & Phone Number
Managing Partner
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Lin Edwards Location
- Austin, TX, US
Lin Edwards Work
- Managing Partner @ Monarch Wealth Management, Inc. (December 2017 - Present)
- Wealth Management Advisor, Senior Vice President @ Merrill Lynch Wealth Management, Bank of America Corporation (September 2004 - December 2017)
Lin Edwards Education
- University of California, Davis 2015
-
(Management)
2009 - The Wharton School
(Leadership)
2008
Lin Edwards Skills
- Financial Advising
- Holistic Investment Planning
- Independent Financial Advice
- Retirement Income Planning
- Tax and Estate Strategies
- Wealth Preservation Strategies
- Wealth Transfer Planning
Lin Edwards Summary
- Lin Edwards, based in Austin, TX, US, is currently a Managing Partner at Monarch Wealth Management, Inc.. Lin Edwards brings experience from previous roles at Merrill Lynch Wealth Management, Bank of America Corporation. Lin Edwards holds a University of California, Davis. With a robust skill set that includes Financial Advising, Holistic Investment Planning, Independent Financial Advice, Retirement Income Planning, Tax and Estate Strategies and more. Lin Edwards has 1 mobile phone numbers on RocketReach.
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