Lisa Detanna
Lisa A. Detanna, AIF®, MBA, WMS Private Wealth Advisor Managing Director

 

Throughout a noteworthy career in the financial services industry that spans more than 30 years, today, Lisa services as a managing director, Global Wealth Solutions Group of Raymond James. She has earned several accolades for her work in the institutional investment and private wealth management spaces.

During her tenure at the helm of Global Wealth Solutions Group of Raymond James, which has more than $2.21 billion* in total client assets, Lisa earned the Private Wealth Advisor designation from Raymond James.

Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.

In addition, Lisa is a senior member of the Retirement Plan & Institutional Advisory Council (RIAC) – a group of financial advisors who are committed to upholding high levels of fiduciary and prudent care when assisting the sophisticated needs of retirement plan, institutional and nonprofit clients.

Before joining Raymond James in 2011, she held senior vice president positions at Wedbush, Citi Smith Barney, Morgan Stanley and Imperial Capital (formerly Dabney/Resnick) and began her career at Drexel Burnham Lambert’s capital markets group.

Her educational background includes an MBA from Pepperdine University and a bachelor’s degree in psychology with business emphasis from the University of California, Los Angeles. She is an Accredited Investment Fiduciary® and Wealth Management Specialist.

Lisa has written and lectured on many financial topics and has been interviewed by CNBC, ABC and NBC and various Los Angeles radio and television stations. In April 2021, she hosted a Barron’s in Education interactive session at UCLA.

Lisa is guided by long-term, client-first values. She and her talented team specialize in providing a full complement of financial counsel, from investment research and reporting, to crafting comprehensive investment strategies customized to each client’s fiduciary needs and obligations.

Insurance License Number: 0C74113

* As of Q1 2024. Source: Raymond James Practice Center and Client Holdings.

† 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 7years 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.

Barron’s Top 100 Women Financial Advisors, (2021). 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. Time period upon which the rating is based is from 03/31/221 to 03/31/2022 and was release on 06/17/2022. 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 qualitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weighting 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.

Barron’s “Top 1,200 Financial Advisors,” March 2024 Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 6,595 individual advisors and their firms and include qualitative and quantitative criteria. Time period upon which the rating is based is from 09/30/2022 to 09/30/2023, and was released on 03/11/2024. 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.

The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, 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 approximately 1991 women won based on thresholds. 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/best-in-state-women-advisors/?sh=7ae191421d11 for more info.