Lisa Detanna Named to Forbes’ Top Women Wealth Advisors
Lisa Detanna, Managing Director and Private Wealth Advisor of Global Wealth Solutions Group of Raymond James in Beverly Hills, has been named to Forbes' 2025 List of America's Top Women Wealth Advisors. The recognition, announced on February 11th, was determined through SHOOK Research's algorithm evaluating qualitative insights and quantitative factors.
With over 30 years of experience in financial services, Detanna joined Raymond James in 2011 and specializes in serving family offices, multigenerational families, and high-net-worth clients. The selection process considered factors including revenue trends, assets under management, compliance records, and industry experience, with candidates requiring a minimum of seven years of experience.
The ranking process evaluated 48,220 nominations, with 100 women being selected. The assessment period covered September 30, 2023, to September 30, 2024.
Lisa Detanna, Direttore Generale e Consulente Patrimoniale di Global Wealth Solutions Group di Raymond James a Beverly Hills, è stata inserita nella Lista 2025 delle Migliori Consulenti Patrimoniali Femminili d'America di Forbes. Il riconoscimento, annunciato l'11 febbraio, è stato determinato attraverso l'algoritmo di SHOOK Research che valuta intuizioni qualitative e fattori quantitativi.
Con oltre 30 anni di esperienza nei servizi finanziari, Detanna è entrata in Raymond James nel 2011 e si specializza nell'assistenza a uffici familiari, famiglie multigenerazionali e clienti ad alto patrimonio. Il processo di selezione ha considerato fattori come le tendenze dei ricavi, gli attivi in gestione, i registri di conformità e l'esperienza nel settore, con i candidati che devono avere un minimo di sette anni di esperienza.
Il processo di classificazione ha valutato 48.220 nomination, selezionando 100 donne. Il periodo di valutazione copriva dal 30 settembre 2023 al 30 settembre 2024.
Lisa Detanna, Directora General y Asesora de Patrimonio Privado de Global Wealth Solutions Group de Raymond James en Beverly Hills, ha sido incluida en la Lista 2025 de las Mejores Asesoras de Patrimonio de América de Forbes. El reconocimiento, anunciado el 11 de febrero, se determinó a través del algoritmo de SHOOK Research que evalúa percepciones cualitativas y factores cuantitativos.
Con más de 30 años de experiencia en servicios financieros, Detanna se unió a Raymond James en 2011 y se especializa en atender oficinas familiares, familias multigeneracionales y clientes de alto patrimonio. El proceso de selección consideró factores como tendencias de ingresos, activos bajo gestión, registros de cumplimiento y experiencia en la industria, siendo necesario que los candidatos tuvieran un mínimo de siete años de experiencia.
El proceso de clasificación evaluó 48,220 nominaciones, seleccionando a 100 mujeres. El período de evaluación abarcó del 30 de septiembre de 2023 al 30 de septiembre de 2024.
리사 데타나, 베버리 힐스에 위치한 레이먼드 제임스의 글로벌 웰스 솔루션 그룹의 전무이사 및 개인 자산 고문이 포브스 2025년 미국 최고의 여성 자산 고문 목록에 이름을 올렸습니다. 이 인정은 2월 11일 발표되었으며, SHOOK Research의 알고리즘을 통해 질적 통찰력과 정량적 요소를 평가하여 결정되었습니다.
재무 서비스 분야에서 30년 이상의 경험을 보유한 데타나는 2011년 레이먼드 제임스에 합류했으며, 가족 사무소, 다세대 가족 및 고액 자산 고객을 대상으로 전문 서비스를 제공합니다. 선정 과정에서는 수익 추세, 관리 자산, 준수 기록 및 산업 경험과 같은 요소가 고려되었으며, 후보자는 최소 7년 이상의 경험이 필요했습니다.
순위 결정 과정에서는 48,220개의 후보자가 평가되었으며, 100명의 여성이 선정되었습니다. 평가 기간은 2023년 9월 30일부터 2024년 9월 30일까지였습니다.
Lisa Detanna, Directrice Générale et Conseillère en Gestion de Patrimoine Privé du Global Wealth Solutions Group de Raymond James à Beverly Hills, a été nommée dans la Liste 2025 des Meilleures Conseillères en Gestion de Patrimoine Féminin d'Amérique de Forbes. La reconnaissance, annoncée le 11 février, a été déterminée par l'algorithme de SHOOK Research qui évalue les insights qualitatifs et les facteurs quantitatifs.
Avec plus de 30 ans d'expérience dans les services financiers, Detanna a rejoint Raymond James en 2011 et se spécialise dans l'accompagnement des bureaux familiaux, des familles multigénérationnelles et des clients à fort potentiel. Le processus de sélection a pris en compte des facteurs tels que les tendances des revenus, les actifs sous gestion, les dossiers de conformité et l'expérience dans le secteur, les candidats devant avoir au moins sept ans d'expérience.
Le processus de classement a évalué 48 220 nominations, avec 100 femmes sélectionnées. La période d'évaluation couvrait du 30 septembre 2023 au 30 septembre 2024.
Lisa Detanna, Geschäftsführerin und Private Wealth Advisor der Global Wealth Solutions Group von Raymond James in Beverly Hills, wurde in die Forbes-Liste der besten weiblichen Vermögensberaterinnen Amerikas 2025 aufgenommen. Die Auszeichnung, die am 11. Februar bekannt gegeben wurde, wurde durch den Algorithmus von SHOOK Research bestimmt, der qualitative Einsichten und quantitative Faktoren bewertet.
Mit über 30 Jahren Erfahrung im Finanzdienstleistungssektor trat Detanna 2011 Raymond James bei und ist auf die Betreuung von Family Offices, multigenerationalen Familien und wohlhabenden Kunden spezialisiert. Der Auswahlprozess berücksichtigte Faktoren wie Umsatztrends, verwaltete Vermögenswerte, Compliance-Aufzeichnungen und Branchenerfahrung, wobei die Kandidaten mindestens sieben Jahre Erfahrung nachweisen mussten.
Der Bewertungsprozess umfasste 48.220 Nominierungen, aus denen 100 Frauen ausgewählt wurden. Der Bewertungszeitraum erstreckte sich vom 30. September 2023 bis zum 30. September 2024.
- Recognition in Forbes' prestigious Top Women Wealth Advisors list, enhancing company and advisor credibility
- Demonstrates Raymond James' ability to retain top talent (Detanna's 12+ year tenure)
- Strong market presence in high-net-worth client segment
- None.
Lisa Detanna Recognized in Forbes 2025 List of America’s Top Women Wealth Advisors
“I am honored and humbled by this recognition and congratulate all the other incredible women who were recognized on this list,” said Detanna. “This award reflects the dedication and commitment my team and I bring to work every day. Thank you, Forbes, for this acknowledgment.”
Detanna, who joined Raymond James in 2011, has over 30 years of experience in the financial services industry. She has established herself as a knowledgeable guide for family offices, multigenerational families, and high-net-worth clients. She is passionate about getting to the heart of what clients find meaningful and works tirelessly to facilitate often-challenging family conversations around inheritance, estate planning, and financial education, striving for a deeper level of harmony and clarity.
“We are incredibly proud to see Lisa recognized on the Forbes Top Women Wealth Advisors list,” said Andy Waldbaum, Complex Manager,
Congratulations Lisa and the Global Wealth Solutions Group of Raymond James.
The ranking is determined using an algorithm that evaluates both qualitative insights-gathered through surveys and interviews-and quantitative factors such as assets under management (AUM). Advisors selected for Forbes' 2025 Top Women Wealth Advisors Best-in-State ranking must have a minimum of seven years of experience, including at least one year at their current firm.
Candidates are evaluated based on criteria including revenue, production, client retention, and a proprietary "impact" metric that measures the difference advisors make in their clients' financial lives.
To reach Detanna or the advisors at the Global Wealth Solutions, more information can be found at https://www.globalwealthsolutionsgroup.com/ or by calling 310-285-4506.
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 9/30/23 to 9/30/24 and was released on 02/11/2025. Research Summary (as of February 2025): 48,220 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. Compensation provided for using the ranking. 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.
About Raymond James
Raymond James Financial, Inc. (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 8,600 financial advisors. Total client assets are
© 2024 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.
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.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250221534330/en/
Media contact: Tara Detanna-Rogers, tara.detannarogers@raymondjames.com
Globalwealthsolutionsgroup.com
Source: Raymond James Financial, Inc.
FAQ
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