Lisa Detanna Named to Forbes’ Top Women Wealth Advisors

Lisa Detanna Named to Forbes’ Top Women Wealth Advisors

Lisa Detanna Recognized in Forbes 2025 List of America’s Top Women Wealth Advisors

BEVERLY HILLS, Calif.–(BUSINESS WIRE)–
Lisa Detanna, Managing Director and Private Wealth Advisor of Global Wealth Solutions Group of Raymond James, located at 9595 Wilshire Blvd., Suite 801, Beverly Hills, CA 90212, has been honored in Forbes 2025 List of America’s Top Women Wealth Advisors. SHOOK Research, in collaboration with Forbes, released the list on February 11th, recognizing women wealth advisors who meet the established selection criteria.

“I am honored and humbled by this recognition and congratulate all the other incredible women who were recognized on this list,” said Detanna. “This award reflects the dedication and commitment my team and I bring to work every day. Thank you, Forbes, for this acknowledgment.”

Detanna, who joined Raymond James in 2011, has over 30 years of experience in the financial services industry. She has established herself as a knowledgeable guide for family offices, multigenerational families, and high-net-worth clients. She is passionate about getting to the heart of what clients find meaningful and works tirelessly to facilitate often-challenging family conversations around inheritance, estate planning, and financial education, striving for a deeper level of harmony and clarity.

“We are incredibly proud to see Lisa recognized on the Forbes Top Women Wealth Advisors list,” said Andy Waldbaum, Complex Manager, Greater Los Angeles and Island Complex. “This achievement underscores the expertise, leadership, and the trust both she and her team have built with clients every day.”

Congratulations Lisa and the Global Wealth Solutions Group of Raymond James.

The ranking is determined using an algorithm that evaluates both qualitative insights-gathered through surveys and interviews-and quantitative factors such as assets under management (AUM). Advisors selected for Forbes’ 2025 Top Women Wealth Advisors Best-in-State ranking must have a minimum of seven years of experience, including at least one year at their current firm.

Candidates are evaluated based on criteria including revenue, production, client retention, and a proprietary “impact” metric that measures the difference advisors make in their clients’ financial lives.

To reach Detanna or the advisors at the Global Wealth Solutions, more information can be found at https://www.globalwealthsolutionsgroup.com/ or by calling 310-285-4506.

The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/23 to 9/30/24 and was released on 02/11/2025. Research Summary (as of February 2025): 48,220 nominations were received and 100 women won. This ranking is not indicative of an 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. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit https://www.forbes.com/lists/top-women-advisors/?sh=36214c902a8f for more info.

About Raymond James

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 8,600 financial advisors. Total client assets are $1.13 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.

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.

View source version on businesswire.com: https://www.businesswire.com/news/home/20250221534330/en/

Media contact: Tara Detanna-Rogers, [email protected]

Globalwealthsolutionsgroup.com

KEYWORDS: United States North America California

INDUSTRY KEYWORDS: Finance Consulting Banking Professional Services Asset Management

MEDIA:

Logo