{"id":470979,"date":"2021-04-05T13:04:29","date_gmt":"2021-04-05T17:04:29","guid":{"rendered":"http:\/\/www.marketnewsdesk.com\/?p=470979"},"modified":"2021-04-05T13:04:29","modified_gmt":"2021-04-05T17:04:29","slug":"lisa-detanna-named-to-forbes-list-of-top-women-wealth-advisors","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/lisa-detanna-named-to-forbes-list-of-top-women-wealth-advisors\/","title":{"rendered":"Lisa Detanna Named to Forbes\u2019 List of Top Women Wealth Advisors"},"content":{"rendered":"<p>        <!--.bwalignc { text-align: center; list-style-position: inside }body {font:normal small Arial,Helvetica,sans-serif;color:#000;background-color:#fff;padding:24px;margin:0;} a img {border:0;} h3 {font-size:medium;color:#000;margin:0 0 1em 0; text-align:center;}-->  <\/p>\n<p class=\"bwalignc\"><b>Lisa Detanna Named to Forbes\u2019 List of Top Women Wealth Advisors <\/b><\/p>\n<p>BEVERLY HILLS, Calif.&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<b>Lisa A. Detanna, AIF<sup> \u00ae<\/sup>, MBA, WMS<sup> \u00ae <\/sup><\/b>Managing Director &amp; Senior Vice President, Investments with Raymond James &amp; Associates, member New York Stock Exchange\/SIPC, was among the Raymond James-affiliated advisors named to the <i>Forbes<\/i> list of <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.forbes.com%2Ftop-women-advisors%2F%2333a7581951f4&amp;esheet=52406556&amp;newsitemid=20210405005367&amp;lan=en-US&amp;anchor=America%26%238217%3Bs+Top+Women+Advisors&amp;index=1&amp;md5=41be078c7661411f23d644fd243c1b6b\">America\u2019s Top Women Advisors<\/a>. The list, which recognizes advisors from national, regional and independent firms, was released online March 24, 2021.\n<\/p>\n<p id=\"news-body-cta\">This press release features multimedia. View the full release here: <a href=\"https:\/\/www.businesswire.com\/news\/home\/20210405005367\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20210405005367\/en\/<\/a><\/p>\n<div id=\"bwbodyimg\" style=\"width: 312px;float:left;padding-left:0px;padding-right:20px;padding-top:0px;padding-bottom:0px\"><img decoding=\"async\" src=\"https:\/\/mms.businesswire.com\/media\/20210405005367\/en\/869296\/4\/LD_preferred_12Feb2021_Capture.jpg\" alt=\"Lisa Detanna Named to Forbes\u2019 List of Top Women Wealth Advisors (Photo: Business Wire)\" \/><\/p>\n<p style=\"font-size:85%\">Lisa Detanna Named to Forbes\u2019 List of Top Women Wealth Advisors (Photo: Business Wire)<\/p>\n<\/div>\n<p>\nThe <i>Forbes<\/i> ranking of America\u2019s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of February 2021): 32,810 nominations were received based on thresholds (9,785 women) and 1,000 won. This ranking is not indicative of advisor\u2019s future performance, is not an endorsement, and may not be representative of individual clients\u2019 experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.forbes.com%2Ftop-women-advisors&amp;esheet=52406556&amp;newsitemid=20210405005367&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.forbes.com%2Ftop-women-advisors&amp;index=2&amp;md5=b3f4e5f337c8f175a1c4458c8e1862cc\">https:\/\/www.forbes.com\/top-women-advisors<\/a><i \/>for more information.\n<\/p>\n<p>\nLisa, who joined Raymond James in 2011, has more than 30 years of experience in the financial services industry. Lisa Detanna who manages more than $1.5 Billion in client assets, offers her clients Estate and Trust Review, Multi-Generational Wealth Planning, Financial and Retirement planning, Investment Management, Insurance Review and Protection of Assets, Concierge Services in a Multi Family setting.\n<\/p>\n<p>\nTo reach Lisa or the advisors at Raymond James, more information can be found at <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.raymondjames.com%2Fglobalwealthsolutionsgroup%2F&amp;esheet=52406556&amp;newsitemid=20210405005367&amp;lan=en-US&amp;anchor=Global+Wealth+Solutions+Group&amp;index=3&amp;md5=a09d63000281ae27b0dd921147d2a857\">Global Wealth Solutions Group<\/a> or by calling 310-285-3906\n<\/p>\n<p><b>About Forbes ranking of Top Women Wealth Advisors<br \/>\n<br \/><\/b>Source: SHOOK\u2122 Research, LLC. Data as of 3\/10\/21. <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Furldefense.proofpoint.com%2Fv2%2Furl%3Fu%3Dhttp-3A__forbes.com_%26d%3DDwMFaQ%26c%3DdqndFQAGz2cg7ln6ll1EqkpBLZllP_GH8-2iqGbTww0%26r%3DxV6MyoMpHOLA-LglHbmfHd04308NTbnEbfbzOOss_2Q%26m%3DaHQE9XBLZwTnaDaLfEWYbQn666GsY28mR20KMw16-E0%26s%3DAwX4-Qp194lXEzSXhsb-i-aGkH_RucA2GcMDq695rZM%26e%3D&amp;esheet=52406556&amp;newsitemid=20210405005367&amp;lan=en-US&amp;anchor=Forbes.com&amp;index=4&amp;md5=0b48927bdf3a84c9e8ab027483d5e700\">Forbes.com<\/a> (March 2021)\n<\/p>\n<p>\nThe Forbes ranking of America\u2019s Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of February 2021): 32,810 nominations were received based on thresholds (9,785 women) and 1,000 won. This ranking is not indicative of advisor\u2019s future performance, is not an endorsement, and may not be representative of individual clients\u2019 experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.forbes.com%2Ftop-women-advisors&amp;esheet=52406556&amp;newsitemid=20210405005367&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.forbes.com%2Ftop-women-advisors&amp;index=5&amp;md5=80c40993e8259edbc8521c80946a02a0\">https:\/\/www.forbes.com\/top-women-advisors<\/a> for more information.\n<\/p>\n<p><b>About Raymond James &amp; Associates<\/b><\/p>\n<p>\nAs of 12\/31\/2020. Raymond James &amp; Associates, Inc., member New York Stock Exchange\/SIPC, which has built a national reputation for more than 58 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 8,200 financial advisors throughout the United States, Canada and overseas. Total client assets are <strong>$1.02<\/strong> trillion. Additional information is available at raymondjames.com.\n<\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20210405005367r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" style=\"width:0;height:0\" \/><span class=\"bwct31415\" \/><\/p>\n<p id=\"mmgallerylink\"><span id=\"mmgallerylink-phrase\">View source version on businesswire.com: <\/span><span id=\"mmgallerylink-link\"><a href=\"https:\/\/www.businesswire.com\/news\/home\/20210405005367\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20210405005367\/en\/<\/a><\/span><\/p>\n<p>\nAndy Waldbaum, 310-285-4549<br \/>\n<br \/><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.raymondjames.com%2Fglobalwealthsolutionsgroup%2F&amp;esheet=52406556&amp;newsitemid=20210405005367&amp;lan=en-US&amp;anchor=Global+Wealth+Solutions&amp;index=6&amp;md5=9fcc136a82a3bb267a3e0e2c558dd497\">Global Wealth Solutions <\/a><\/p>\n<p><b>KEYWORDS:<\/b> United States North America California<\/p>\n<p><b>INDUSTRY KEYWORDS:<\/b> Finance Consulting Women Consumer Professional Services<\/p>\n<p><b>MEDIA:<\/b><\/p>\n<table cellpadding=\"3\" cellspacing=\"3\">\n<tr>\n<td><font face=\"Arial\" size=\"2\"><b>Photo<\/b><\/font><\/td>\n<\/tr>\n<tr>\n<td><img decoding=\"async\" src=\"https:\/\/mms.businesswire.com\/media\/20210405005367\/en\/869296\/3\/LD_preferred_12Feb2021_Capture.jpg\" alt=\"Photo\" \/><\/td>\n<\/tr>\n<tr>\n<td><font face=\"Arial\" size=\"2\">Lisa Detanna Named to Forbes\u2019 List of Top Women Wealth Advisors (Photo: Business Wire)<\/font><\/td>\n<\/tr>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>Lisa Detanna Named to Forbes\u2019 List of Top Women Wealth Advisors BEVERLY HILLS, Calif.&#8211;(BUSINESS WIRE)&#8211;Lisa A. Detanna, AIF \u00ae, MBA, WMS \u00ae Managing Director &amp; Senior Vice President, Investments with Raymond James &amp; Associates, member New York Stock Exchange\/SIPC, was among the Raymond James-affiliated advisors named to the Forbes list of America\u2019s Top Women Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online March 24, 2021. This press release features multimedia. View the full release here: https:\/\/www.businesswire.com\/news\/home\/20210405005367\/en\/ Lisa Detanna Named to Forbes\u2019 List of Top Women Wealth Advisors (Photo: Business Wire) The Forbes ranking of America\u2019s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/lisa-detanna-named-to-forbes-list-of-top-women-wealth-advisors\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Lisa Detanna Named to Forbes\u2019 List of Top Women Wealth Advisors&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-470979","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Lisa Detanna Named to Forbes\u2019 List of Top Women Wealth Advisors - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/lisa-detanna-named-to-forbes-list-of-top-women-wealth-advisors\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Lisa Detanna Named to Forbes\u2019 List of Top Women Wealth Advisors - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"Lisa Detanna Named to Forbes\u2019 List of Top Women Wealth Advisors BEVERLY HILLS, Calif.&#8211;(BUSINESS WIRE)&#8211;Lisa A. Detanna, AIF \u00ae, MBA, WMS \u00ae Managing Director &amp; Senior Vice President, Investments with Raymond James &amp; Associates, member New York Stock Exchange\/SIPC, was among the Raymond James-affiliated advisors named to the Forbes list of America\u2019s Top Women Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online March 24, 2021. This press release features multimedia. View the full release here: https:\/\/www.businesswire.com\/news\/home\/20210405005367\/en\/ Lisa Detanna Named to Forbes\u2019 List of Top Women Wealth Advisors (Photo: Business Wire) The Forbes ranking of America\u2019s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative &hellip; Continue reading &quot;Lisa Detanna Named to Forbes\u2019 List of Top Women Wealth Advisors&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/lisa-detanna-named-to-forbes-list-of-top-women-wealth-advisors\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2021-04-05T17:04:29+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/mms.businesswire.com\/media\/20210405005367\/en\/869296\/4\/LD_preferred_12Feb2021_Capture.jpg\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lisa-detanna-named-to-forbes-list-of-top-women-wealth-advisors\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lisa-detanna-named-to-forbes-list-of-top-women-wealth-advisors\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"Lisa Detanna Named to Forbes\u2019 List of Top Women Wealth Advisors\",\"datePublished\":\"2021-04-05T17:04:29+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lisa-detanna-named-to-forbes-list-of-top-women-wealth-advisors\\\/\"},\"wordCount\":626,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lisa-detanna-named-to-forbes-list-of-top-women-wealth-advisors\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/mms.businesswire.com\\\/media\\\/20210405005367\\\/en\\\/869296\\\/4\\\/LD_preferred_12Feb2021_Capture.jpg\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lisa-detanna-named-to-forbes-list-of-top-women-wealth-advisors\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/lisa-detanna-named-to-forbes-list-of-top-women-wealth-advisors\\\/\",\"name\":\"Lisa Detanna Named to Forbes\u2019 List of Top Women Wealth Advisors - 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Detanna, AIF \u00ae, MBA, WMS \u00ae Managing Director &amp; Senior Vice President, Investments with Raymond James &amp; Associates, member New York Stock Exchange\/SIPC, was among the Raymond James-affiliated advisors named to the Forbes list of America\u2019s Top Women Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online March 24, 2021. This press release features multimedia. View the full release here: https:\/\/www.businesswire.com\/news\/home\/20210405005367\/en\/ Lisa Detanna Named to Forbes\u2019 List of Top Women Wealth Advisors (Photo: Business Wire) The Forbes ranking of America\u2019s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative &hellip; Continue reading \"Lisa Detanna Named to Forbes\u2019 List of Top Women Wealth Advisors\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/lisa-detanna-named-to-forbes-list-of-top-women-wealth-advisors\/","og_site_name":"Market Newsdesk","article_published_time":"2021-04-05T17:04:29+00:00","og_image":[{"url":"https:\/\/mms.businesswire.com\/media\/20210405005367\/en\/869296\/4\/LD_preferred_12Feb2021_Capture.jpg","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lisa-detanna-named-to-forbes-list-of-top-women-wealth-advisors\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lisa-detanna-named-to-forbes-list-of-top-women-wealth-advisors\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"Lisa Detanna Named to Forbes\u2019 List of Top Women Wealth Advisors","datePublished":"2021-04-05T17:04:29+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lisa-detanna-named-to-forbes-list-of-top-women-wealth-advisors\/"},"wordCount":626,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lisa-detanna-named-to-forbes-list-of-top-women-wealth-advisors\/#primaryimage"},"thumbnailUrl":"https:\/\/mms.businesswire.com\/media\/20210405005367\/en\/869296\/4\/LD_preferred_12Feb2021_Capture.jpg","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lisa-detanna-named-to-forbes-list-of-top-women-wealth-advisors\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/lisa-detanna-named-to-forbes-list-of-top-women-wealth-advisors\/","name":"Lisa Detanna Named to Forbes\u2019 List of Top Women Wealth Advisors - 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