Raymond Menna
Menna Wealth Planning Group CEO
Mount Sinai United States (New York)
Professional Status
Employed
Available
About Me
Raymond Menna has led Menna Wealth Planning Group as chief executive officer since September 2020. At the Ronkonkoma, New York-based firm, Raymond Menna is responsible for managing client finances, alongside hiring and managing representatives.
He draws on three decades of financial experience with several firms, during which he earned multiple awards. While serving as Mutual Financial Services’ president, he oversaw activities for Prime Capital and Plan Member Securities accounts. He was named top producer for these accounts for more than a decade.
During this time, he also earned Certified Financial Planner designation from the College for Financial Planning.
He initially worked at Vantage Financial as a stockbroker and spent five years in that role with Mutual before becoming president. Mr. Menna also earned a bachelor of science in business at Wagner College.
In addition to his work as a financial planner, he is co-owner of the Roscoe Campsite Park and the Bliss restaurant on Long Island. In his free time, he enjoys watching sports and listening to music.
He draws on three decades of financial experience with several firms, during which he earned multiple awards. While serving as Mutual Financial Services’ president, he oversaw activities for Prime Capital and Plan Member Securities accounts. He was named top producer for these accounts for more than a decade.
During this time, he also earned Certified Financial Planner designation from the College for Financial Planning.
He initially worked at Vantage Financial as a stockbroker and spent five years in that role with Mutual before becoming president. Mr. Menna also earned a bachelor of science in business at Wagner College.
In addition to his work as a financial planner, he is co-owner of the Roscoe Campsite Park and the Bliss restaurant on Long Island. In his free time, he enjoys watching sports and listening to music.
