Lisa Detanna Supports Barron’s in Education Connects Students and Professionals, Enhancing Financial Proficiency

Rhea-AI Summary

Lisa Detanna, Managing Director at Raymond James, collaborates with Barron’s in Education to promote financial literacy during National Financial Literacy Month. This initiative provides no-cost educational resources, events, and real-world career guidance to UCLA students. Detanna emphasizes the importance of preparing young adults for financial stewardship, stating that wealth is often lost after three generations. With over 30 years in finance and managing $1.67 billion in client assets, she highlights the need for better financial education to improve societal wealth management.

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• Collaboration with Barron’s enhances financial education for students at UCLA.
• Detanna's extensive experience and management of $1.67 billion in client assets strengthens company reputation.

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• None.

Lisa Detanna, Managing Director – Senior Vice President, Investments of Raymond James located at 9595 Wilshire Blvd., Beverly Hills CA, partners with Barron’s in Education to support National Financial Literacy Month by cosponsoring and helping educate students at UCLA, her alma mater. The program provides digital subscriptions, events, career advice, and real-world experience.

From left: Barron's Group's Joe Lanza, Raymond James and Associates' Lisa Detanna, Pagnato Karp's Paul Pagnato and McBride & Associates' Tommy McBride. Photo: Barron's in Education

The Barron’s in Education’s partner-sponsored model works together to sponsor a program at a particular school—perhaps their alma mater—and provide the program at zero cost for the schools, the faculty and the students.

“Historically we have not done a good job in educating our young adults regarding money, investing, and saving for retirement. Which means we have not prepared them to be good stewards of wealth as successful heirs.” Lisa explains.

Plus, she says: "My passion and mission for multifamily practice offices now includes messaging this education to improve our status of our ‘shirt to shirtless’ society. Typically wealth is made and 3 generations later 95% of the wealth is lost with no opportunity to pass the wealth from one generation to another. Partnering with Barron’s in Education is a natural fit and one method we are using to broadly spread my mission and properly preparing heirs."

To read more about the program – Barron’s in Education Connects Students and Professionals, Enhancing Financial Proficiency

Lisa, who joined Raymond James in 2011, has more than 30 years of experience in the financial services industry, co-authored a children’s book titled Treasures in the Winter Vault to help teach kids about money, doing the right thing and giving back. Lisa Detanna who manages more than $1.67 Billion* in client assets, offers her clients Estate and Trust Review, Multi-Generational Wealth Planning, Financial and Retirement planning, Investment Management, Insurance Review and Protection of Assets, Concierge Services in a Multi Family setting.

To reach Lisa or the advisors at Raymond James, more information can be found at Global Wealth Solutions Group or by calling 310-285-3906

About Barron’s in Education

Source: 04/02/2021. Data as of 3/10/21. (March 2021)

The Barron’s in Education mission is to connect business with academia to enhance financial proficiency; aiding the development of the next generation of business leaders and advisors. At Barron’s, we want to spark new thinking on this topic and help put a highly valued and highly educational financial publication in the hands of the next generation of college, university and high school students. For nearly a century, our readers have ranked as many of the most successful business leaders and investors in the world, so this only seems logical.

https://www.barrons.com for more information.

*As of 04/23/2021 Assets History in Practice Center

About Raymond James & Associates

As of 12/31/2020. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 58 years as a leader in financial planning for individuals, corporations and municipalities, is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,200 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.02 trillion. Additional information is available at raymondjames.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20210426005806/en/

FAQ

What is the purpose of the partnership between Raymond James and Barron’s in Education?

The partnership aims to enhance financial literacy among students at UCLA by providing no-cost educational resources and real-world experiences.

Who is Lisa Detanna and what role does she play at Raymond James?

Lisa Detanna is the Managing Director at Raymond James, responsible for investments, and has over 30 years of experience in the financial services industry.

How much in client assets does Lisa Detanna manage?

Lisa Detanna manages over $1.67 billion in client assets.

What is the significance of National Financial Literacy Month for the partnership?

National Financial Literacy Month highlights the importance of financial education, making it a fitting time for the partnership to promote its initiatives.

How does Barron’s in Education benefit students?

Barron’s in Education provides students with digital subscriptions, events, career advice, and financial literacy education at no cost.