Lisa Detanna Named to Barron’s 2024 List of Top 100 Financial Advisors
20 Mayo 2024 - 11:30AM
Business Wire
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 Barron’s list of Top 100
Financial Advisors. The list, which recognizes top advisors across
the country, was released online May 10, 2024.
Barron’s is a registered trademark of Dow Jones & Company,
L.P. All rights reserved. The rankings are based on data provided
by 1,160 individual advisors and their firms and include
qualitative and quantitative criteria.
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.
This ranking is based upon the period from 1/1/23-12/31/23 and
was released 05/10/2024. This ranking is not based in any way on
the individual's abilities regarding providing investment advice or
management. 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
services 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
client’s clients to 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 like the patriarch and matriarch 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 Raymond James
Raymond James Financial, Inc. (our parent company), (NYSE: RJF)
is a leading diversified financial services company providing
private client group, capital markets, asset management, banking
and other services to individuals, corporations, and
municipalities. The company has approximately 8,700 financial
advisors. Total client assets are $1.45 trillion. Public since
1983, the firm is listed on the New York Stock Exchange under the
symbol RJF. 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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Tara Detanna, 310-285-4533
Raymond James Financial (NYSE:RJF)
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