Mena Ayad

Vice President, Financial Consultant

Mena Ayad, CFP®, has a diverse background in financial consulting and ownership, with significant experience at notable firms. Mena began as a Financial Consultant Intern at AXA Advisors, LLC in 2014, where responsibilities included client acquisition and satisfaction. Following this, Mena served as a Brokerage Investment Professional at Vanguard, guiding clients in investment decisions and training new hires. Mena advanced to the role of Financial Advisor at Vanguard, managing high net worth portfolios and incorporating comprehensive financial planning into client interactions. After transitioning to Fidelity Investments, Mena held the position of Vice President, Financial Consultant, before becoming a Co-Owner at Oceanport Pharmacy in 2023. Mena earned an MBA in Finance from Rutgers Business School and a B.S. in Mechanical and Aerospace Engineering from Rutgers School of Engineering.

Location

New York City Metropolitan Area, United States

Links


Org chart

This person is not in the org chart


Teams

This person is not in any teams


Offices

This person is not in any offices