BEVERLY HILLS, Calif.--(BUSINESS WIRE)--
Lisa Detanna, AIF® Senior Vice President, Investments, Managing Director with Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online February 15, 2018.
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Lisa Detanna Named to Forbes' List of Best-In-State Wealth Advisors (Photo: Business Wire)
Please contact Lisa and the Global Wealth Solutions Group of Raymond James at 855.608.7543 and http://www.raymondjames.com/globalwealthsolutionsgroup/.
“We’re proud to see Lisa included in such a prestigious group,” said Tash Elwyn, president of Raymond James & Associates. “To be recognized as one of the nation’s top wealth advisors is an outstanding achievement and a testament to Lisa’s professionalism and commitment to clients.”
The Forbes ranking of Best-In-State Wealth Advisors, 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. Those advisors that are considered have a minimum of seven years’ 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. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of 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.
Detanna, whose office is located at 9595 Wilshire Blvd. Suite 300 in Beverly Hills, currently manages more than $2 billion in client assets and offers a wide variety of services, including personal financial planning, investment management, insurance planning, estate and gift planning, philanthropy, tax planning, risk management services, pensions, lending*, family governance and family office services.
About Raymond James & Associates
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 50 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 7,500 financial advisors in 3,000 locations throughout the United States, Canada and overseas. Total client assets are $750 billion. Additional information is available at www.raymondjames.com. *Banking and lending solutions provided by Raymond James Bank, N.A. Raymond James & Associates, Inc are affiliated with Raymond James Bank, N.A. Unless otherwise specified, products purchased from or held at Raymond James & Associates are not insured by the FDIC, are not deposits or other obligations of Raymond James Bank, are not guaranteed by Raymond James Bank and are subject to investment risks, including the possible loss of the principal invested.
About Forbes ranking of Best-In-State Wealth Advisors
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, 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 21,138 advisors nominated by their firms, 2,213 received the award. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of 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.
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