Lisa Detanna, MBA

Lisa Detanna, MBA, WMS®, AIF

Managing Director
Senior Vice President, Investments
lisa.detanna@raymondjames.com

Lisa has been providing wealth management advice to a diverse base of affluent individuals and families for more than 28 years. She offers clients a wide variety of services, including personal financial planning and cash flow modeling, investment management, insurance planning, estate and gift planning, philanthropy, tax planning, risk management services, family governance and family office services.

DH Consulting, the institutional division of the team serves institutions and not for profits. Using a four step approach for organizations they ascertain and Investment policy and spending guideline, asset allocation models, manager search and selection and monitor and review. Education in this and the individual client side is key. Lisa sees foundations and edowments for the families that she serves as an extension of their families and things that are dear to them.

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 family office division , Morgan Stanley and Imperial Capital (formerly Dabney/Resnick Imperial). She began her career at Drexel Burnham Lambert's capital markets group in Beverly Hills.

Lisa holds Series 63, 65 and 7 securities licenses and a Wealth Management Specialist, WMS®. She is an accredited Investment Fiduciary, AIF.

Lisa graduated from the University of California, Los Angeles with a bachelor's degree in psychology with a business emphasis and earned her MBA from Pepperdine University. She is a professional financial planner from UCLA's designation program. She is an Investment Wealth Institute member, formerly IMCA, and a member of the Financial Planning Association's local and national chapters.

Lisa was an early pioneer of the open architecture, non-biased and conflict free approach to financial planning and investing. She adopts institutional principles of her DH consulting practice to the families she serves.

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 chaired the Economic Development Council of the city Beverly Hills for years.

She is a delegate, as declared by the Executive Committee of the International Women's Leadership Association.

Lisa has received many awards which include the 2016, 2017 and 2018 Barron's Top 100 Women Advisors, the 2015 Financial Times top 400 Advisors in the US, and 2018 Forbes Best-In-State Advisors.* Lisa has also been recognized as a Raymond James & Associates Chairman's Council member.**

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. She recently co-authored a book to teach kids about money called Treasures in the Winter Vault which won the Mom's choice award as part of her committement to teach kids and prepare them to be goods stewards of wealth and responsible heirs.

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 help preserve wealth, including pension and retirement plans. We believe foundations, not-for-profits and charities that are important to the families we serve should be run properly like a business and be included in the estate review and planning process. 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.

*Source: Barron's "Top 100 Independent Financial Advisors," DATE, 2016, 2017, 2018. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 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.

The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2015, roughly 1400 applications were received and 400 were selected to the final list (28.5%). The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant's score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S. 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. The FT is not affiliated with Raymond James.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 21,138 advisors nominated by their firms, 2,213 received the award. This ranking is not indicative of 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. Raymond James is not affiliated with Forbes or Shook Research, LLC.

**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.