BEVERLY HILLS, Calif. -- (Business Wire)
Lisa Detanna, Managing Director Senior Vice President, Investments with
Raymond James & Associates, member New York Stock Exchange/SIPC, was
recently named to the Forbes list of the “Top 200 Women Advisors”
in the country. The 2017 list, published February 28, selected 200
advisors. Detanna ranked 38th in the United States.
“It is an absolute honor to be considered among the top women financial
advisors in the nation,” Detanna said. “To be included among such an
elite group is humbling.”
Forbes, a biweekly financial magazine, produced the listing of
distinguished advisors after weighing various quantitative criteria,
including: assets under management and revenue generated for their firms
and the overall quality of the advisor’s practice.*
Detanna who manages more than $2 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.
* Past performance is not indicative of future results. Individual
experiences may vary.
Investment performance is not a criterion because client objectives and
risk tolerances vary, and advisors rarely have audited performance
reports. Rankings are based on the opinions of Shook Research, LLC and
not indicative of future performance or representative of any one
client’s experience. Neither Forbes nor Shook Research receives
compensation in exchange for placement on the ranking. For more
information: www.ShookResearch.com.
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 7,100 financial advisors serving in excess of 3 million
client accounts in more than 2,900 locations throughout the United
States, Canada and overseas. Total client assets are approximately $622
billion.
View source version on businesswire.com: http://www.businesswire.com/news/home/20170308005869/en/
Contacts:
Raymond James & Associates, Inc.
Lisa Detanna, 310-285-4506
www.globalwealthsolutionsgroup.com
Source: Raymond James & Associates, Inc.
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