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Lisa Detanna Named on Barron’s 2025 Top 1,200 Financial Advisors List

via Business Wire

The Global Wealth Solutions Group of Raymond James is proud to announce that Lisa Detanna, Founder and Managing Director, has been ranked #18 in CA on Barron’s prestigious Top 1,200 Financial Advisors list. This esteemed recognition underscores Lisa's exceptional dedication, expertise, and productivity in the financial advisory field.

The rankings are based on data provided by over 7,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.

“This achievement is not just a personal accolade – it signifies the trust our clients have in us and embodies our firm’s core philosophy of prioritizing clients' needs,” said Detanna. “While I am honored by this recognition, my focus remains on the future. As our clients encounter new opportunities and challenges, our team is committed to evolving with them, fostering enduring partnerships, and enhancing the value we deliver at every stage of their financial journey.”

Lisa Detanna has been with Raymond James since 2011, establishing herself as a knowledgeable guide for family offices, multigenerational families, and high-net-worth clients. Her passion lies in understanding what truly matters to her clients. She works tirelessly to facilitate often-challenging family conversations around inheritance, estate planning, and financial education, striving for a deeper level of harmony and clarity.

Congratulations to Lisa Detanna on this well-deserved honor!

To reach Lisa Detanna or the advisors at the Global Wealth Solutions Group of Raymond James, more information can be found at www.globalwealthsolutionsgroup.com or by calling 310-285-4506.

Barron’s Top 1,200 Financial Advisors 2025, is based on the period from 09/30/2023 – 09/30/2024 and was released on 03/10/2025. 7,669 nominations were received and 1,200 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/3QJuMge.

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