Lisa Detanna

Lisa Detanna
Nationality	American
Alma mater	Pepperdine University University of California, Los Angeles
Occupation	Financial advisor
Title	Senior Vice President-Investments at Raymond James

Lisa Detanna is an American financial advisor who serves as the Senior Vice President-Investments at Raymond James.

Biography

Throughout a noteworthy career in the financial services industry that spans more than 30 years, Lisa has established herself as a knowledgeable guide for family offices, multigenerational families, and high-net-worth clients. Getting to the heart of what clients find meaningful is her passion. She works tirelessly to facilitate the often-challenging family conversations around inheritance, estate planning and financial education, striving for a deeper level of harmony and clarity. In support of this purpose, she co-authored a children’s book, “Treasures in the Winter Vault,” to help teach kids about money, doing the right thing and giving back.

Lisa discovered early on in her career that the greatest gift she could give to her friends, family, community, and clients is teaching and preparing their heirs to be the best stewards of wealth as possible. Education has been an important piece of the conversations proactively speaking to children and grandchildren of those she interacts with. As part of these efforts, she hosts Financial Literacy events including Rock Concerts, Read Across America celebrating Dr. Seuss’s birthday and has created a “Money Smarts” financial literacy series providing webinars, videos, in person and interactive programs. Her sincere hope is she accomplishes her dream of helping the children in our communities to manage money and their future like the patriarch and matriarch that created the wealth and bring attention and awareness to financial literacy endeavors.

During her tenure at the helm of Global Wealth Solutions Group of Raymond James, which has more than $2.21 billion* in assets under management. Lisa has earned the Private Wealth Advisor designation from Raymond James. This designation reflects her experience in managing the financial concerns of families, individuals and organizations of significant wealth, and her mastery of methods and resources necessary to support their expansive financial interests. 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. In addition, she has earned several accolades; Named to Forbes list of Best-in-state Wealth Advisors, and recognized as a Top 100 Financial Advisor in the Barron’s Advisor publication shining a spotlight on the nation’s best wealth managers and raising standards in the industry. She is particularly proud of her Top Women Financial Advisor recognition. Lisa is also a partner in DH Consulting Group of Raymond James, which has more than $6 billion* in assets under management.

Before joining Raymond James in 2011, she held senior vice president positions at Wedbush, Citi Smith Barney, Morgan Stanley and Imperial Capital (formerly Dabney/Resnick), and began her career at Drexel Burnham Lambert’s capital markets group. Her educational background includes an MBA from Pepperdine University and a bachelor’s degree in psychology with business emphasis from the University of California, Los Angeles, where she earned a professional financial planning designation. She is an Accredited Investment Fiduciary® and Wealth Management Specialist. Lisa has written and lectured on many financial topics and has been interviewed by CNBC, ABC and NBC and various Los Angeles radio and television stations. In April 2021, she hosted a Barron’s in Education interactive session at UCLA.

An early pioneer of the open architecture approach to financial planning and investing that enables objectivity, she incorporates many disciplines in her comprehensive strategies. This includes personal financial planning and cash flow modeling, investment management, insurance planning, estate and gift planning, philanthropy, tax planning, risk management services, family governance and family office services. She views her clients’ foundations and endowments as an extension of their families and treats them with care and skill.

Giving to others is a priority for Lisa, and she has taken an active role in community associations in her native Beverly Hills. She is the past president of the Beverly Hills Chamber of Commerce and the Beverly Hills Conference and Visitors Bureau, the past board president of the Westside Family Health Center, a past board member of the Maple Counseling Center, a former national delegate of the International Women’s Leadership Association and was recognized by Rotary International as a Paul Harris Fellow. She still finds time in her busy schedule for her membership in the Beverly Hills Rotary Club and the Economic Development Council of Beverly Hills. She currently serves as a board member for Partners for Pediatric Vision and the Westside Family Health Center.

External links

• Lisa Detanna on LinkedIn
• Lisa Detanna on Twitter
• Forbes profile