Sean R Lugo

I joined the investment industry 35 years ago, starting with Trust Company of the West in Los Angeles. After six years as a research analyst, I accepted a position with Merrill Lynch in their institutional asset management division as a fixed-income research analyst. In 2001, I began my career at Edward Jones working in Redlands, California.

I hold multiple security licenses and registrations in 30 states. I graduated with a Bachelor of Arts from California State University of San Bernardino and received my MBA from the University of Redlands. I've served my community over the past 25 years and was honored...