Lisa Detanna Named to Barron’s 2024 Top 100 Women Financial Advisors

Lisa Detanna, Private Wealth Advisor, Managing Director of Global Wealth Solutions Group at Raymond James located at 9595 Wilshire Blvd Suite 801, Beverly Hills, CA 90212, was among the Raymond James-affiliated advisors named to the Barron’s list of Top 100 Women Financial Advisors. The list, which recognizes top advisors across the country, was released online July 19, 2024.

Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by individual advisors and their firms and include qualitative and quantitative criteria. There were a total of 1,094 applicants and data points that relate to quality of practice included professionals with a minimum of seven years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more.

Financial advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. This ranking is based upon the period from 03/01/2023 to 03/31/2024 and was released on 07/19/2024.

The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.

Before joining Raymond James in 2011, Detanna has had a noteworthy career in the financial services industry spanning more than 30 years earning several accolades for her work in Institutional Investment and Private Wealth Management. Lisa serves as a senior member of the Retirement Plan & Institutional Advisory Council (RIAC), a group of financial advisors who uphold the highest level of fiduciary and prudent care available assisting retirement plan, institutional, nonprofit, family offices, multigenerational families, and high net-worth clients with adhering to established fiduciary standards. Lisa has established herself as a knowledgeable guide by identifying the clients’ goals facilitating the often-challenging conversations around inheritance, estate planning and financial education, striving for a deeper level of harmony and clarity for her clients.

Education has been an important piece of the conversations. In support of this purpose, she co-authored a children’s book, “Treasures in the Winter Vault,” to help teach kids about money, doing the right thing and giving back. In addition, she hosts Financial Literacy events including Rock Concerts, Read Across America celebrating Dr. Seuss’s birthday and has created a “Money Smarts” financial literacy series providing webinars, videos, in person and interactive programs. Her sincere hope is she accomplishes her dream of helping the children in our communities to manage money, bring attention and awareness to financial literacy endeavors and their future by being good stewards of the wealth they create and inherit.

To reach Detanna or her team The Global Wealth Solutions Group of Raymond James for more information, call 310-285-4506 or visit website at https://www.globalwealthsolutionsgroup.com/

About Barron’s Top 100 Women Financial Advisors

Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by individual advisors and their firms and include qualitative and quantitative criteria. There were a total of 1,094 applicants and data points that relate to quality of practice included professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. This ranking is based upon the period from 03/01/2023 to 03/31/2024 and was released on 07/19/2024. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.

About Raymond James & Associates

Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with approximately 8,800 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.45 trillion as of May 31, 2024. Additional information is available at raymondjames.com.

© 2024 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.

Raymond James is not affiliated with and does not endorse the opinions of “Treasures in the Winter Vault.”

Raymond James’ Retirement Plan & Institutional Advisory Council membership is based on assets under management, number of qualified group retirement plans, designations obtained, and compliance record. Membership is not an endorsement, is not representative of any one client’s experience, and is not indicative of future performance. No fee is paid in exchange for this membership. Requalification is not required.

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