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The PLANADVISER Top 100 Advisers
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Helping Plan Participants Retire With Dignity

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Lisa Detanna

Lisa Detanna, MBA, WMS
Managing Director
Senior Vice President, Investments

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Lisa has been providing wealth management advice to a diverse base of affluent individuals and families for more than 20 years. She offers a wide variety of services; including personal financial planning, investment management, insurance planning, estate and gift planning, philanthropy, tax planning, risk management services, family governance and family office services.

She joined Raymond James as a senior vice president of investments in December 2011. Previously, she held senior vice president positions at Wedbush, Citi Smith Barney, Morgan Stanley and Imperial Capital (formerly Dabney/Resnick), and began her career at Drexel Burnham Lambert’s capital markets group in Beverly Hills.

Lisa’s professional credentials include the Professional Financial Planner designation from the University of California, Los Angeles. She holds Series 63, 65 and 7 securities licenses and is a Wealth Management Specialist, WMS®.

Lisa graduated from the University of California, Los Angeles with a bachelor’s degree in psychology and earned an MBA from Pepperdine University. She is a member of the Financial Planning Association’s local and national chapters. Lisa was an early pioneer of the open architecture and asset allocation approach to financial planning and investing.

She plays an active role in professional and community associations that spans many years. She served as the past president of the Beverly Hills Chamber of Commerce, the Beverly Hills Conference and Visitors Bureau, the past board president of the Westside Family Health Center, past board member of the Maple Counseling Center and was recognized by Rotary International as a Paul Harris Fellow. She still finds time in her busy schedule for her membership in the Beverly Hills Rotary Club and the Economic Development Council of Beverly Hills.

Lisa has been a member of Raymond James Chairman’s Council for 2014 and is also a delegate, as declared by the Executive Committee of the International Women’s Leadership Association.

Lisa has written and lectured on many financial topics and has been interviewed by CNBC, ABC and NBC and various Los Angeles radio and television stations. She believes her strong commitment to education, experience and community involvement aids her clients in pursuing their financial goals.

Ask her what is important and she will say, “It’s keeping in contact with clients, providing service and advice, always keeping the bigger picture in mind. It’s important to stay on the plan and not let the media noise or market bumps derail us.”

Part of her team’s practice is focusing on creating value for all the families they serve. This includes looking at a client’s business and finding tax-efficient ways to attempt to grow wealth, including pension and retirement plans. “We believe foundations, not-for-profits and charities of our clients are an extension of the family, and we look to include them in the estate review and planning process,” says Lisa.

As a recent graduate of the Institute for Preparing Heirs, she believes that teaching heirs to be good stewards of family wealth passed on from one generation to the next is part of her and the team’s mission.

Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. 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. No fee is paid in exchange for this award/rating.

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The "PLANADVISER Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey, fielded each September. A subsegment of the questions was used to determine eligibility for the Top 100. Categories in which advisers compete are determined by the number of advisers and the number of total employees (including support staff). We highlight the quantitative standouts according to the dollar value of qualified plan AUA as well as the number of plans under advisement. The award is not representative of any one client's experience, and is not an endorsement, and is not indicative of advisor's future performance. Raymond James is not affiliated with the Financial Times. Individuals had to have 65 or more plans or at least $500 million in AUA; teams needed to advise at least $1.5 billion in assets or a minimum of 125 plans; and multi-office teams needed to oversee $2.5 billion in plan assets or 200 or more plans.

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