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Raymond James' Lisa Detanna Included in Financial Times ’ “FT 400 ” of Top Advisors in the Country

2015-03-30 07:00 ET - News Release


BEVERLY HILLS, Calif. -- (Business Wire)

Lisa Detanna, Managing Director, Senior Vice President, Investments with Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, was recently named to the annualFinancial Times "FT 400." The list of the top 400 financial advisors among national, regional and independent broker/dealers was published March 25, 2015.

The Financial Times Top 400 Financial Advisors is based in large part on data gathered from and verified by broker/dealer home offices, and, as identified by the FT, reflected each advisor’s performance in six primary areas, including assets under management, asset growth1, compliance record, experience, credentials and accessibility. The full methodology is published here.

To be nominated, advisors had to have:

  • Current registration and affiliation with a broker/dealer
  • No record of suspension or revocation of license at any time
  • At least $250 million in verified assets under management
  • More than 10 years’ experience as a registered representative or investment advisor agent

“We congratulate Lisa Detanna on being recognized as one of the top advisors in the nation,” said Tash Elwyn, president of Raymond James & Associates. “Being named to this prestigious list is a significant achievement and a testament to Lisa’s professionalism as a financial advisor and longstanding commitment to her clients.”

Lisa Detanna, who manages more than $1.6 Billion in client assets, offers her clients 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.

About Raymond James & Associates

Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 50 years as a leader in financial planning for individuals, corporations and municipalities, is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 6,300 financial advisors serving in excess of 2.6 million client accounts in more than 2,600 locations throughout the United States, Canada and overseas. Total client assets are approximately $480 billion.

1Past performance is not indicative of future results. Individual experiences may vary.

Contacts:

Raymond James & Associates, Inc.
Andrew Waldbaum, 310-285-4506
www.raymondjames.com/globalwealthsolutionsgroup

Source: Raymond James & Associates, Inc.

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