Lisa Detanna: Trailblazer in Beverly Hills Wealth Management

Lisa Detanna
Photo Credited to Lisa Detanna

In the sprawling realm of wealth management, where financial acumen and strategic insight are paramount, few names resonate as profoundly as Lisa Detanna. Over the past three decades, Lisa has carved an illustrious career path as a Managing Director in the Global Wealth Solutions Group of Raymond James, accumulating accolades and recognition for her unwavering dedication to the craft. Her journey is a testament to perseverance, expertise, and a relentless commitment to her clients. This article delves into the remarkable career of Lisa Detanna, a true trailblazer in the field of Beverly Hills wealth management.

A Stellar Career Spanning Decades

Lisa Detanna’s journey in the financial industry is nothing short of impressive. With over 30 years of experience under her belt, she stands as a paragon of excellence in both Institutional Investment and Private Wealth Management. Throughout her career, she has consistently demonstrated an exceptional ability to navigate the intricate web of global finance, consistently delivering superior results for her clients.

One of Lisa’s significant roles is her membership in the Retirement Plan & Institutional Advisory Council (RIAC), a group of financial advisors renowned for upholding the highest standards of fiduciary and prudent care. Through her involvement with RIAC, Lisa has played a pivotal role in assisting retirement plan, institutional, and nonprofit clients in adhering to established fiduciary standards. Her unwavering commitment to ethical financial practices has undoubtedly set her apart in the industry.

Raymond James: A Pillar of Client-First Approach

Lisa’s affiliation with Raymond James underscores her dedication to the principle of a client-first approach. The firm’s ethos aligns perfectly with her values, emphasizing the long-term well-being of clients above all else. Raymond James boasts a broad array of investment strategies and robust support systems designed to provide clients with the exceptional service they both deserve and expect.

Lisa Detanna is not alone in her quest for financial excellence. She leads a talented team of professionals who specialize in every facet of wealth management, from strategy development to investment research, reporting, and oversight. Together, they follow a meticulously crafted process, adhering rigorously to established fiduciary standards. This process results in the creation of comprehensive investment strategies, customized meticulously to meet each client’s fiduciary needs and obligations.

A Distinguished Journey of Financial Expertise

Lisa Detanna’s journey to becoming a trailblazer in Beverly Hills wealth management has been marked by diverse experiences at renowned financial institutions. 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). Her financial career began at Drexel Burnham Lambert’s capital markets group, where she honed her skills and laid the foundation for the remarkable career that was to follow.

Lisa’s academic achievements are as impressive as her professional accomplishments. She holds an MBA from Pepperdine University and a bachelor’s degree in psychology with a business emphasis from the University of California, Los Angeles. Her dedication to continuous learning and professional growth is further exemplified by her attainment of the Accredited Investment Fiduciary® and Wealth Management Specialist designations.

A Respected Authority in Finance

Lisa Detanna’s expertise extends far beyond her day-to-day work. She has shared her knowledge with a broader audience through her writings and lectures on various financial topics. Her insights have been sought after by leading media outlets, including CNBC, ABC, and NBC, as well as numerous Los Angeles radio and television stations. In April 2021, Lisa hosted an interactive session at UCLA as part of Barron’s in Education program, further cementing her reputation as a respected authority in finance.

Lisa Detanna’s journey through the world of finance is a testament to dedication, expertise, and a client-first philosophy. Her role as a trailblazer in Beverly Hills wealth management has left an indelible mark on the industry, setting a high standard for professionalism, ethics, and excellence. Through her tireless efforts and unwavering commitment, Lisa Detanna continues to shape the landscape of wealth management in Beverly Hills and beyond, leaving an enduring legacy of financial success and integrity. | | LinkedIn


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