BEVERLY HILLS, Calif. -- (Business Wire)
Lisa Detanna, AIF® Senior Vice President, Investments, Managing Director
with Raymond James & Associates, Inc., member New York Stock
Exchange/SIPC, was among the Raymond James-affiliated advisors named to
the Forbes list of Best-In-State
Wealth Advisors. The list, which recognizes advisors from national,
regional and independent firms, was released online February 15, 2018.
This press release features multimedia. View the full release here:
https://www.businesswire.com/news/home/20180403006643/en/
Lisa Detanna Named to Forbes' List of Best-In-State Wealth Advisors (Photo: Business Wire)
Please contact Lisa and the Global Wealth Solutions Group of Raymond
James at 855.608.7543 and http://www.raymondjames.com/globalwealthsolutionsgroup/.
“We’re proud to see Lisa included in such a prestigious group,” said
Tash Elwyn, president of Raymond James & Associates. “To be recognized
as one of the nation’s top wealth advisors is an outstanding achievement
and a testament to Lisa’s professionalism and commitment to clients.”
The Forbes ranking of Best-In-State Wealth Advisors, developed by
SHOOK Research, is based on an algorithm
of qualitative criteria, mostly gained through telephone and
in-person due diligence interviews, and quantitative data. Those
advisors that are considered have a minimum of seven years’ experience,
and the algorithm weights factors like revenue trends, assets under
management, 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. Neither Forbes nor SHOOK receives a
fee in exchange for rankings. 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.
Detanna, whose office is located at 9595 Wilshire Blvd. Suite 300 in
Beverly Hills, currently manages more than $2 billion in client assets
and offers a wide variety of services, including personal financial
planning, investment management, insurance planning, estate and gift
planning, philanthropy, tax planning, risk management services,
pensions, lending*, 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 7,500 financial advisors in 3,000 locations throughout the
United States, Canada and overseas. Total client assets are $750
billion. Additional information is available at www.raymondjames.com.
*Banking and lending solutions provided by Raymond James Bank, N.A.
Raymond James & Associates, Inc are affiliated with Raymond James Bank,
N.A. Unless otherwise specified, products purchased from or held at
Raymond James & Associates are not insured by the FDIC, are not deposits
or other obligations of Raymond James Bank, are not guaranteed by
Raymond James Bank and are subject to investment risks, including the
possible loss of the principal invested.
About Forbes ranking of Best-In-State Wealth Advisors
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. Neither Forbes nor SHOOK receives
a fee in exchange for rankings. 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.
View source version on businesswire.com: https://www.businesswire.com/news/home/20180403006643/en/
Contacts:
Raymond James & Associates, Inc.
Global Wealth Solutions Group
Lisa
Detanna, 855.608.7543
http://www.raymondjames.com/globalwealthsolutionsgroup/
Source: Raymond James & Associates
© 2024 Canjex Publishing Ltd. All rights reserved.