Lois Lin

Lois Lin
Premier Banker

11501 W Broad St

Henrico, VA 23233-1118

About me

Background

Lois Lin is a Premier Banker with 18 years of financial services experience. She helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Lois’ daily goal is to put her clients first, building their trust through high-touch attention, in-depth conversations, and technology. She’s passionate about taking the time to understand what’s most important to her clients and their families and helping to protect and grow the financial resources they’ve worked hard to build.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's in International Finance
University of Birmingham in the United Kingdom
Master's in Accounting and Finance
University of Birmingham in the United Kingdom

Personal interests

Lois and her family have lived in Richmond, VA since 2007. She has an 11-year-old, sixth-grade son, and a five-year-old girl ready to start kindergarten. She enjoys traveling with her kids to show them how great this world is and all of its wonderful places, cultures, and people.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

To
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