Carter Lin Group

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo for Carter Lin Group
Team photo for Carter Lin Group

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Advisors

Advisor photo for James Thomas Carter

James Thomas Carter

Financial Advisor

Managing Director
Visit James Thomas Carter's website
Advisor photo for Julie C Lin

Julie C Lin

CFP®, MBA

Financial Advisor

Vice President
Visit Julie C Lin's website


Team

Vanessa Serrato

Vanessa Serrato

Registered Client Service Associate