Empowering those in positions of power

Captains of industry shoulder an elevated degree of responsibility, not only for their own careers and families, but for the prudent management of their companies as well. The precise financial disciplines most called for to provide a resolution – private wealth management and corporate retirement plan management – are available in tandem from a single financial source. It’s an exclusive arrangement for those who require a more interwoven and tailored approach.

institutions

Insightful financial and fiduciary guidance* for those entrusted with managing significant assets, giving them the confidence of knowing their responsibilities are being well tended to with the highest degree of care.

*As set forth in and subject to, applicable agreements.

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individuals

Private wealth management intricately focused on the careful management and preservation of generational wealth, elevated to a bespoke level of personal attention.

Indulge in the Details

A Partnership of preeminent industry veterans

Lisa Detanna
Lisa A. Detanna, AIF®, MBA, WMS Private Wealth Advisor Managing Director
Gary Handler
Gary Handler, AIF®, C(k)P®, MBA, QPFC Managing Director Senior Vice President, Investments Senior Institutional Consultant

Barron’s Top 100 Financial Advisors, 2022.  Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.  The rankings are based on data provided by over 1,121 individual advisors and their firms and include qualitative and quantitative criteria. Time period upon which the rating is based is from 12/30/2020 to 12/30/2021, and was released on 04/15/2022. Data points that relate to quality of practice include 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. 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. 

Top 401 Retirement Advisers (2020)

Financial Times 401 Top Retirement Advisors, October 2020. The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (October 2020). The Financial Times FT 401 Top Retirement Advisers award had 401 of the 855 advisor applicants being recognized as a Top Retirement Adviser. The FT asked large U.S. brokerages, independent advisors, and other wealth managers to identify qualified Direct Contribution (DC) plan advisor applicants. They partnered in research with Broadridge Financial Solutions who provided unique data from their proprietary database to help identify qualifying candidates. Financial advisors were required to manage $75 million or more in DC plan assets and have DC assets account for at least 20% of their total AUM. Qualifying advisors filled out an online application and questionnaire that gave the FT more information about their practices. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials and compliance record. Roughly 80 to 85 percent of the final score is based on DC plan AUM and growth in the DC plan business (measured by plan numbers and plan assets). Additionally, to provide a diversity of advisors, the FT places a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S. This ranking is based upon the period from 12/31/2016  to 12/31/2019 and was released on 10/22/2020. This honor is not indicative of an advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with the Financial Times.

2024 Forbes America's Top Women Wealth Advisors

The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/22 to 9/30/23 and was released on 02/08/2024. Research Summary (as of February 2024):  44,028 nominations were received and 100 women won. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/top-women-advisors/?sh=36214c902a8f for more info.

Barron’s Top 100 Women Financial Advisors (2023)

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 1,028 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 03/01/2022 to 03/31/2023 and was released on 06/16/2023.   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.

Top 1,200 Financial Advisors (2023)

Source: Barron’s “Top 1,200 Financial Advisors,” March 2023.  Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.  The rankings are based on data provided by 5,630 individual advisors and their firms and include qualitative and quantitative criteria. Time period upon which the rating is based is from 09/30/2021 to 09/30/2022, and was released on 03/15/2023.  Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. 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. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of 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.

Barron’s Top 100 Financial Advisors, 2022. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 1,121 individual advisors and their firms and include qualitative and quantitative criteria. Time period upon which the rating is based is from 12/30/2020 to 12/30/2021, and was released on 04/15/2022. Data points that relate to quality of practice include 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. 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.

Each year On Wall Street ranks the highest-producing advisers in wealth management who are under 40. Over 500 candidates were considered and 40 were chosen to receive the award. Finalists had to be no older than 39 as of Dec. 31, 2019 and be employed at the wirehouses, regional broker-dealers or boutique wealth management firms. Trailing 12-month production as of 9/30/19 is then used to compile the ranking. AUM may also be taken into account. 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. On Wall Street is not affiliated with Raymond James.