In the intricate world of wealth management, where financial success intertwines with personal aspirations, Lisa Detanna stands as a beacon of expertise and empathy. A perennial figure on Forbes and Barron’s lists of top advisors, including recent honors as a 2024 Barron’s Top 100 Financial Advisor, 2024 Forbes Top Women Financial Advisors, Barron’s 2024 Top 1200 Financial Advisors, and 2024 Forbes Best-In-State Wealth Advisors.  Detanna’s career is a testament to her dedication, holistic approach, and ability to cultivate enduring relationships with clients.
Beyond Investments: A Comprehensive Wealth Management Philosophy
Detanna, a Private Wealth Advisor, Managing Director and Senior Vice President of Investments at Raymond James, approaches wealth management as a multi-faceted discipline. With a degree in Psychology from UCLA and an MBA from Pepperdine, she uniquely blends analytical rigor with emotional intelligence. This enables her to understand not just the numbers on a portfolio, but the deeper meaning wealth holds for her clients.
“Wealth management is about crafting a life of purpose and fulfillment,” Detanna explains. “It’s about aligning financial resources with personal values, family goals, and legacy aspirations.”
Holistic Services for Multigenerational Wealth
Specializing in family offices, multigenerational families, and high-net-worth individuals, Detanna offers a comprehensive suite of services tailored to their complex needs. Her offerings include:
- Personal Financial Planning and Cash Flow Modeling: Creating roadmaps for financial security and goal achievement.
- Investment Management: Designing and managing portfolios aligned with risk tolerance and long-term objectives.
- Insurance Planning: Safeguarding assets and loved ones through tailored insurance strategies.
- Estate and Gift Planning: Preserving wealth for future generations and minimizing tax burdens.
- Philanthropy: Integrating charitable giving into financial plans to create meaningful impact.
- Tax Planning: Optimizing tax strategies to maximize wealth preservation.
- Risk Management Services: Protecting against unforeseen events and market volatility.
- Family Governance and Family Office Services: Establishing structures for effective family communication and decision-making.
Detanna’s holistic approach extends to foundations and endowments, which she views as extensions of her clients’ families, managing them with care and skill.
A Client-Centric Approach Rooted in Trust
Detanna’s numerous accolades are a reflection of her unwavering commitment to client service. She prioritizes building long-term relationships founded on trust, transparency, and open communication.
“I believe in empowering my clients with knowledge and understanding,” Detanna shares. “Together, we create a personalized financial strategy that reflects their unique values and aspirations.”
Shaping the Future of Wealth Management
As the financial landscape evolves, Detanna remains at the forefront, embracing technology to enhance client experiences while preserving the personal touch that defines her practice. She envisions a future where wealth management seamlessly integrates data-driven insights with the human element of trust and collaboration.
A Legacy of Empowerment and Fulfillment
Lisa Detanna’s career is not merely a collection of accomplishments; it’s a testament to the transformative power of comprehensive financial guidance. By fostering open dialogue, prioritizing education, and championing her clients’ well-being, she has secured her position as one of the industry’s most esteemed and sought-after advisors. As she continues to guide clients toward financial empowerment and fulfillment, Lisa Detanna is not just managing wealth; she’s shaping lives.
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.
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.
The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not based in anyway on the individual’s abilities in regards to providing investment advice or management. 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/best-in-state-wealth-advisors for more info.
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.
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