Lisa Detanna Named to Barron’s 2019 Top 100 Women Financial Advisors
June 17 2019 - 3:02PM
Business Wire
Lisa Detanna, Managing Director of Global Wealth Solutions Group
of Raymond James and Senior Vice President, Investments, of Raymond
James, has once again been named to the Barron’s list of Top 100
Women Financial Advisors.*
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Lisa Detanna Named to Barron’s 2019 Top
100 Women Financial Advisors (Photo: Business Wire)
She is 62nd on the national list. The ranking reflects the
volume of assets overseen by the advisors and their teams, revenues
generated for the firms and the quality of the advisors’
practices.
“I congratulate Lisa on being recognized by this prestigious
financial publication. It truly reflects her ongoing dedication to
delivering exemplary wealth management services to her clients,”
said Tash Elwyn, president and CEO of Raymond James &
Associates Private Client Group.
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. Its 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 7,900 financial advisors in 3,100
locations throughout the United States, Canada and overseas. Total
client assets are approximately $800 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 2019.
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 seven 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.
© 2019 Raymond James & Associates, Inc., member New York
Stock Exchange/SIPC
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Media Contact:Chris Horner, 310.285.4506
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