{"id":728335,"date":"2023-02-02T15:46:06","date_gmt":"2023-02-02T20:46:06","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/lisa-detanna-named-to-forbes-list-of-best-in-state-wealth-advisors-2\/"},"modified":"2023-02-02T15:46:06","modified_gmt":"2023-02-02T20:46:06","slug":"lisa-detanna-named-to-forbes-list-of-best-in-state-wealth-advisors-2","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/lisa-detanna-named-to-forbes-list-of-best-in-state-wealth-advisors-2\/","title":{"rendered":"Lisa Detanna Named to Forbes\u2019 List of Best-In-State 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 Best-In-State Wealth Advisors<\/b><\/p>\n<p>BEVERLY HILLS, Calif.&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<b>Lisa Detanna, Managing Director with Global Wealth Solutions Group of Raymond James &amp; Associates<\/b> located at 9595 Wilshire Blvd., Beverly Hills, CA was among the Raymond James-affiliated advisors named to the Forbes list of <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.forbes.com%2Fbest-in-state-wealth-advisors%2F&amp;esheet=53301365&amp;newsitemid=20230202005842&amp;lan=en-US&amp;anchor=Best-In-State+Wealth+Advisors&amp;index=1&amp;md5=0104e1346dda6021ce558569adaae37f\">Best-In-State Wealth Advisors<\/a>. The list, which recognizes advisors from national, regional and independent firms, was released online April 7, 2022.\n<\/p>\n<p>\nThe Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK<sup>\u00ae<\/sup> 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 of 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 criterion due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor&#8217;s future performance, is not an endorsement, and may not be representative of individual clients&#8217; 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<i \/>or SHOOK<sup>\u00ae<\/sup>Research, LLC.\n<\/p>\n<p>\nLisa Detanna joined Raymond James in 2011. Throughout a noteworthy career in the financial services industry that spans more than 30 years, Lisa has established herself as a knowledgeable guide for family offices, multigenerational families and high-net-worth clients. Getting to the heart of what clients find meaningful is her passion. She works tirelessly to facilitate the often-challenging family conversations around inheritance, estate planning and financial education, striving for a deeper level of harmony and clarity. In support of this purpose, she co-authored a children\u2019s book, \u201cTreasures in the Winter Vault,\u201d to help teach kids about money, doing the right thing and giving back.\n<\/p>\n<p>\nTo reach Lisa or the team at The Global Wealth Solutions Group, more information can be found at <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=http%3A%2F%2Fwww.raymondjames.com&amp;esheet=53301365&amp;newsitemid=20230202005842&amp;lan=en-US&amp;anchor=www.raymondjames.com&amp;index=2&amp;md5=a60f0d131e38359faa87a3ea4e18fc0a\">www.raymondjames.com<\/a> or by calling 310-285-4506.\n<\/p>\n<p><b>About Forbes ranking of Best-In-State Wealth Advisors<\/b><\/p>\n<p>\nData provided by <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.shookresearch.com%2Frankings.html&amp;esheet=53301365&amp;newsitemid=20230202005842&amp;lan=en-US&amp;anchor=SHOOK%26%23174%3B+Research%2C+LLC&amp;index=3&amp;md5=7dc0c6c11aaf660f30ac49084cdcf4a2\">SHOOK<sup>\u00ae<\/sup> Research, LLC<\/a>. Data as of 6\/30\/21. <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.forbes.com%2Fbest-in-state-wealth-advisors%2F&amp;esheet=53301365&amp;newsitemid=20230202005842&amp;lan=en-US&amp;anchor=Forbes.com&amp;index=4&amp;md5=1c3f6e13f17ba40bd17e0a815080b448\">Forbes.com<\/a> (April 2022).\n<\/p>\n<p>\nThe Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK<sup>\u00ae<\/sup> 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 of 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 criterion due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor&#8217;s future performance, is not an endorsement, and may not be representative of individual clients&#8217; 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<sup>\u00ae<\/sup>Research, LLC. Please visit forbes.com\/best-in-state-wealth-advisors for more info.\n<\/p>\n<p><b>About Raymond James<\/b><\/p>\n<p>\nRaymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,700 financial advisors. Total client assets are $1.24 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=http%3A%2F%2Fraymondjames.com&amp;esheet=53301365&amp;newsitemid=20230202005842&amp;lan=en-US&amp;anchor=raymondjames.com&amp;index=5&amp;md5=f37dd1387392c9d05cc580a692a820b2\">raymondjames.com<\/a>.\n<\/p>\n<p>\n\u00a9 2022 Raymond James &amp; Associates, Inc., member New York Stock Exchange \/ SIPC.\n<\/p>\n<p>\n\u00a9 2022 Raymond James Financial Services, Inc., member FINRA\/SIPC.\n<\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20230202005842r1&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\/20230202005842\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20230202005842\/en\/<\/a><\/span><\/p>\n<p>\nTerri Steffner<br \/>\n<br \/><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=http%3A%2F%2Fwww.globalwealthsolutionsgroup.com&amp;esheet=53301365&amp;newsitemid=20230202005842&amp;lan=en-US&amp;anchor=www.globalwealthsolutionsgroup.com&amp;index=6&amp;md5=e9735a05bdc53e1d4c1a013aa74ba4db\">www.globalwealthsolutionsgroup.com<br \/>\n<\/a><br \/>310-285-4506\n<\/p>\n<p><b>KEYWORDS:<\/b> United States North America California<\/p>\n<p><b>INDUSTRY KEYWORDS:<\/b> Finance Consulting Banking Professional Services Asset Management<\/p>\n<p><b>MEDIA:<\/b><\/p>\n<table cellpadding=\"3\" cellspacing=\"3\" \/>\n","protected":false},"excerpt":{"rendered":"<p>Lisa Detanna Named to Forbes\u2019 List of Best-In-State Wealth Advisors BEVERLY HILLS, Calif.&#8211;(BUSINESS WIRE)&#8211;Lisa Detanna, Managing Director with Global Wealth Solutions Group of Raymond James &amp; Associates located at 9595 Wilshire Blvd., Beverly Hills, CA 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 April 7, 2022. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK\u00ae 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 of experience, and the algorithm weights factors like revenue trends, assets &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/lisa-detanna-named-to-forbes-list-of-best-in-state-wealth-advisors-2\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Lisa Detanna Named to Forbes\u2019 List of Best-In-State 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-728335","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Lisa Detanna Named to Forbes\u2019 List of Best-In-State 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-best-in-state-wealth-advisors-2\/\" \/>\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 Best-In-State Wealth Advisors - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"Lisa Detanna Named to Forbes\u2019 List of Best-In-State Wealth Advisors BEVERLY HILLS, Calif.&#8211;(BUSINESS WIRE)&#8211;Lisa Detanna, Managing Director with Global Wealth Solutions Group of Raymond James &amp; Associates located at 9595 Wilshire Blvd., Beverly Hills, CA 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 April 7, 2022. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK\u00ae Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. 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The list, which recognizes advisors from national, regional and independent firms, was released online April 7, 2022. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK\u00ae 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 of experience, and the algorithm weights factors like revenue trends, assets &hellip; Continue reading \"Lisa Detanna Named to Forbes\u2019 List of Best-In-State Wealth Advisors\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/lisa-detanna-named-to-forbes-list-of-best-in-state-wealth-advisors-2\/","og_site_name":"Market Newsdesk","article_published_time":"2023-02-02T20:46:06+00:00","og_image":[{"url":"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20230202005842r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en","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-best-in-state-wealth-advisors-2\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lisa-detanna-named-to-forbes-list-of-best-in-state-wealth-advisors-2\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"Lisa Detanna Named to Forbes\u2019 List of Best-In-State Wealth Advisors","datePublished":"2023-02-02T20:46:06+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lisa-detanna-named-to-forbes-list-of-best-in-state-wealth-advisors-2\/"},"wordCount":663,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lisa-detanna-named-to-forbes-list-of-best-in-state-wealth-advisors-2\/#primaryimage"},"thumbnailUrl":"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20230202005842r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/lisa-detanna-named-to-forbes-list-of-best-in-state-wealth-advisors-2\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/lisa-detanna-named-to-forbes-list-of-best-in-state-wealth-advisors-2\/","name":"Lisa Detanna Named to Forbes\u2019 List of Best-In-State Wealth Advisors - 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