Lisa Detanna and Global Wealth Solutions Group of Raymond James Host ‘Flourish’ Event for Female Clients to Teach Financial Planning, Charitable Giving
BEVERLY HILLS, Calif.--(BUSINESS WIRE)--Nov 20, 2018--Lisa Detanna, Managing Director of Global Wealth Solutions Group and Senior Vice President, Investments, of Raymond James hosts first ever Raymond James Women’s Event.
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Lisa A. Detanna, AIF ®, MBA, WMS ®, Senior Vice President, Investments, Managing Director (Photo: Business Wire)
Held at the Four Seasons Hotel in Beverly Hills, ‘Flourish’ for Female Clients was designed to help educate and empower women investors. Topics discussed ranged from financial planning, to charitable giving and leaving a legacy.
We want to thank our clients and friends that were able to attend the event.
Please click the link here to view the video from the event: https://www.youtube.com/watch?v=slFxtIewZBM
Global Wealth Solutions of Raymond James provides financial planning and wealth management for affluent families and individuals, businesses, nonprofits and institutional endowments throughout California and across the globe. Their offices are located at 9595 Wilshire Blvd., Suite 300, Beverly Hills, CA 90212; and 444 South Flower St., Suite 3870, Los Angeles, CA 90071.
About Raymond James Financial, Inc.
Raymond James Financial, Inc. (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 7,600 financial advisors in 3,000 locations throughout the United States, Canada and overseas. Total client assets are $736 billion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at www.raymondjames.com.
*Source: Barron’s “Top 100 Women Financial Advisors,” June 2018 Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. 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.
© 2018 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC
View source version on businesswire.com:https://www.businesswire.com/news/home/20181120005726/en/
CONTACT: Media Contact:
Chris Horner 310.285.4506
KEYWORD: UNITED STATES NORTH AMERICA CALIFORNIA
INDUSTRY KEYWORD: WOMEN PROFESSIONAL SERVICES FINANCE CONSUMER
SOURCE: Raymond James Financial, Inc.
Copyright Business Wire 2018.
PUB: 11/20/2018 04:06 PM/DISC: 11/20/2018 04:06 PM