Kelly Lin

Kelly joined Legacy Edge Advisors as a Partner and Senior Wealth Advisor in November 2023. Kelly was a Partner / Senior Advisor at Orbis Wealth prior to the merger of Orbis and Legacy Edge. With 25+ years of financial services and planning experience, Kelly is committed to working closely with individuals and families to develop customized financial strategies and investment solutions that achieve and evolve with her clients’ financial goals.

Legacy Edge’s client focused planning approach aligns well and enables Kelly to offer her clients a robust financial planning approach, an integrated technology platform, and a broad range of innovative investment solutions. Kelly takes privilege in helping clients achieve and advance their financial investments and asset protection. She is thrilled by the opportunity to work closely with clients, providing customized solutions and bespoke advice to the families she supports.

Kelly earned her bachelor's degree double majoring in Economics and Sociology from St. Lawrence University. She graduated Magna Cum Laude honor and studied International Economics in Japan with the International Christian University of Tokyo.

Kelly is a co-parent to two lovely, college-bound teenagers as she resides in Lower Manhattan. Kelly likes to dance, cook, paint, decorate and tend to her plants for relaxation and fun. As an avid traveler, she loves meeting new people, experiencing different cultures, and trying new cuisine while recreating recipes of her own.

Kelly takes pride in her ability to ask meaningful and deliberate questions to understand your goals and to uncover the heart of what matters most to every client and family. Kelly's intuition for her clients allows her to work through complex financial planning matters as she engineers a blueprint that is tailored to you with achievable and impactful solutions.