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

Rhea-AI Summary

Lisa Detanna, a Private Wealth Advisor and Managing Director at Raymond James, has been named to Barron’s 2024 list of Top 100 Financial Advisors. This recognition highlights top advisors across the country based on qualitative and quantitative criteria, including client retention, compliance records, and various types of revenues and assets under management. The ranking, released on May 10, 2024, is based on data from 1,160 advisors and firms. Detanna has over 30 years of experience in financial services and has been with Raymond James since 2011. She is committed to financial literacy, co-authoring a children’s book and hosting numerous educational events to promote financial awareness and stewardship among young people.

Positive

• Lisa Detanna named to Barron’s 2024 list of Top 100 Financial Advisors.
• Recognition is based on qualitative and quantitative criteria, including client retention and compliance records.
• Detanna has over 30 years of experience in financial services.
• She has been with Raymond James since 2011.
• Committed to financial literacy, co-authored a children's book.
• Hosts various educational events to promote financial literacy among young people.
• Detanna's inclusion might improve Raymond James' reputation and attract new clients.

Negative

• The ranking does not consider investment performance, which may concern some potential clients.
• Recognition is not an endorsement and may not represent any one client's experience.
• The ranking is not indicative of future performance.

BEVERLY HILLS, Calif.--(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.

View source version on businesswire.com: https://www.businesswire.com/news/home/20240520625371/en/

Tara Detanna, 310-285-4533

Source: Raymond James Financial, Inc.

FAQ

What is the significance of Lisa Detanna being named to Barron’s 2024 list of Top 100 Financial Advisors?

Lisa Detanna's inclusion in Barron’s 2024 list recognizes her as one of the top financial advisors in the country, based on qualitative and quantitative criteria such as client retention and compliance records.

When was Barron’s 2024 list of Top 100 Financial Advisors released?

The list was released online on May 10, 2024.

What criteria were used to rank the advisors on Barron’s 2024 list?

The ranking is based on client retention, compliance records, various types of revenues produced, and assets under management. Investment performance is not an explicit component.

How long has Lisa Detanna been with Raymond James?

Lisa Detanna has been with Raymond James since 2011.

What efforts has Lisa Detanna taken to promote financial literacy?

Lisa Detanna co-authored a children's book on financial literacy and hosts educational events such as Rock Concerts and the 'Money Smarts' financial literacy series.