Sean Merlonghi of Lokken Investment Group earns APMA designation

Sean Merlonghi of Lokken Investment Group LLC has recently acquired the Accredited Portfolio Management Advisor designation.

APMA designees demonstrate an expert level of knowledge in portfolio construction and management, client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory, and investor psychology. In turn, APMA designees use this knowledge to help clients assess their total financial situation and make appropriate recommendations.

Merlonghi is pleased to be part of the Lokken Investment Group team as vice president and financial advisor. He has extensive experience in financial planning and technical applications of investment management. He is a 2011 graduate of Goldey-Beacom College where he obtained a bachelor of science degree in business management with a minor in finance.

To reach Merlonghi, call 302-645-6650 or email smerlonghi@lokkeninvest.com.