BEVERLY HILLS, Calif.--(BUSINESS WIRE)--
Lisa Detanna, Senior Vice President, Investments & Managing Director with Raymond James located at, 9595 Wilshire Blvd Suite 300, was recently named to the Barron’s Top 100 Women Financial Advisors list. Barron’s, a weekly financial newspaper published by Dow Jones & Co., produced the ranking of distinguished advisors after weighing criteria such as the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices.
“I proudly congratulate Lisa on this prestigious recognition,” said Michelle Lynch, vice president of the Raymond James Network for Women Advisors. “To be recognized as one of the top women advisors in the country is a testament to Lisa’s commitment to excellence and to always doing what is best for her clients. We are honored to be affiliated with such dedicated and accomplished women advisors as Lisa.”
Detanna, who joined Raymond James in 2011, has more than 27 years of experience in the financial services industry. Her team offers her clients comprehensive wealth planning services including financial planning, succession planning, retirement planning, portfolio management, lending solutions, insurance and long-term care insurance, 401(k), and 403(b) and pension plan development.
To reach Lisa Detanna or the advisors at Raymond James and Associates, more information can be found at http://www.raymondjames.com/globalwealthsolutionsgroup or by calling 310-285-4506.
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 7,200 financial advisors serving approximately 3 million client accounts in more than 2,900 locations throughout the United States, Canada and overseas. Total client assets are $649 billion.
Barron's Top 100 Women Financial Advisors: Winner's Circle, a Barron's research organization, produced the rankings based on data provided by over 4,000 individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. Among the factors considered for the rankings are assets under management, revenue that the advisors generate for their firms and the quality of their practices. Data points that relate to quality of practice include length of service, designations held, services beyond investments offered including estates and trusts, and an evaluation of each advisor's regulatory record etc. 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 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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