A New York wealth manager with a career that has spanned more than three decades, Raymond Menna is a Certified Financial Planner with a variable life, accident, and health license, as well as Series 6, 7, 24, and 63 securities licenses. After working as a stockbroker for 5 years with Vantage Financial and Mutual Inc., Raymond Menna entered the world of senior administration by accepting a promotion as Mutual Inc.’s president. He remained in this position for 23 years, training and managing a team of financial representatives and working directly with clients as a Plan Member Securities and Prime Capital advisor.

Since September 2020, he has headed his own wealth management firm, Menna Wealth Planning Group, which provides client services ranging from college and retirement planning to tax strategizing and legacy wealth transfer. In addition to this Ronkonkoma-based organization, Raymond Menna co-owns a restaurant called Bliss in East Setauket, New York, and an outdoor hospitality business called Roscoe Campsite Park in Roscoe, New York.