Lena K. Melugin

Financial Planner

Lena has over 10 years' experience in the investment industry. Prior to joining The Milestone Group, she was a Registered Securities Sales and Service Specialist responsible for data reconciliation, investment performance reporting and operations for high net worth clients. Lena’s role prior to that consisted of the production and development of an extensive investment policy and procedure manual for a mid-size investment firm. 

Lena holds a Bachelor’s degree in Crisis Management from the University of Texas in Arlington.  

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