Jeremy Lin
Client Services Representative
Department: Client Service
Education: Bachelor of Arts in Communication Studies from UNC-Greensboro
Jeremy joined the Modern Wealth team in April 2025 as a client services representative in the Chapel Hill, North Carolina office. He found his passion for personal finance and capital markets in college, which led him to pursue a career in finance.
Prior to arriving at Modern Wealth, Jeremy worked for a year and a half at a North Carolina-based credit union, focusing specifically on tax-advantaged accounts. He also worked in the pharmaceutical and insurance sectors following his graduation from UNC-Greensboro.
Jeremy has one older sister and enjoys hanging out with family and friends. He also loves to travel and explore new spots in the Chapel Hill area. A fun fact about Jeremy is that he has the same name as a former NBA player, who emerged as one of the best players in the league for the New York Knicks in 2012. He has gotten references to Jeremy Lin the basketball player ever since.