Jacqueline Menna

I am a graduate from Wagner College, where I earned a Bachelor of Science degree in Business Administration with a concentration in Finance. On campus I was a member of several organizations including Alpha Omicron Pi, an international Fraternity and Panhellenic Council. I held various leadership positions during my academic career with these groups including, Historian, Social Media Chairman, Vice President of Administration and President. Post graduation I joined the local alumnae chapter to continue the philanthropic pursuits of the Fraternity, I currently hold the office of Philanthropic Chairman. This was in addition to my focus on obtaining my financial licenses.

I have earned the Series 6, 7 & 63, as well as hold the Variable Life Accident & Health license. I constantly keep abreast of current regulations in the industry so that I can provide the best quality services to my clients.

I believe everyone is unique. I keep this in mind when providing financial advice. I endeavor to understand what my client’s needs are, where they are today and where they want to be tomorrow. Together we will set goals and create a plan focused on your needs. I provide services in retirement planning, annuities, life insurance, college planning, 403(b), IRA investments, debt consolidation, mutual funds, and much more. Remember a goal without a plan is simply just a wish. It’s time to make your goals a reality.