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Raymond James’ Lisa Detanna Named to Forbes’ List of Best-in-State Wealth Advisors

February 27, 2019
Raymond James' Lisa Detanna Named to Forbes’ List of Best-in-State Wealth Advisors (Photo: Business Wire)

BEVERLY HILLS, Calif.--(BUSINESS WIRE)--Feb 27, 2019--Lisa Detanna, 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 20, 2019.

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Raymond James’ Lisa Detanna Named to Forbes’ List of Best-in-State Wealth Advisors (Photo: Business Wire)

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 weighs 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.

Lisa Detanna, whose office is located at 9595 Wilshire Blvd., Suite 300 in Beverly Hills, currently manages more than $900 million in client assets and specializes in providing Services including: 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 Office setting.

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 29,334 advisors nominated by their firms, 3,477 received the award. 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. Raymond James is not affiliated with Forbes or Shook Research, LLC.

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 7,800 financial advisors throughout the United States, Canada and overseas. Total client assets are $765 billion. Additional information is available at www.raymondjames.com.

About Forbes ranking of Best-In-State Wealth Advisors

Source: Forbes.com (Feb. 2019). Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.

© 2019 Raymond James Financial Services, Inc., member New York Stock Exchange/SIPC.

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CONTACT: Media Contact: Andy Waldbaum

310-285-4549

KEYWORD: UNITED STATES NORTH AMERICA CALIFORNIA

INDUSTRY KEYWORD: PROFESSIONAL SERVICES BANKING FINANCE

SOURCE: Raymond James & Associates, Inc.

Copyright Business Wire 2019.

PUB: 02/27/2019 11:28 AM/DISC: 02/27/2019 11:28 AM

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