LOS ANGELES--()--Lisa Detanna, a prominent Southern California financial professional, wealth advisor and a former President of the Beverly Hills Chamber of Commerce, has joined the Los Angeles branch of Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, as Senior Vice President, Investments.
“I have chosen Raymond James for many reasons that will also appeal to investors seeking a financial services company grounded in core values such as conservatism, independence and integrity”
“I have chosen Raymond James for many reasons that will also appeal to investors seeking a financial services company grounded in core values such as conservatism, independence and integrity,” said Detanna. The company has branched out from financial planning to provide comprehensive wealth management, a full spectrum of financial services that includes wealth solutions for high-net-worth individuals, alternative investments, trust and estate planning and several money market alternatives.
Raymond James has enjoyed an unprecedented 96 consecutive quarters of profitability, even through the 2008 financial crisis, an admirable feat and testament to the company’s commitment to conservatism and steady growth.
The company’s corporate vision, as outlined by Raymond James CEO Paul Reilly, is to be the premier alternative to Wall Street. Its unique culture of independence gives each Raymond James financial advisor complete freedom to offer objective, unbiased advice, so they can tailor a long-term plan based solely on the financial well-being of each client and their specific goals. Unlike some competitors, Raymond James is not owned by a bank, but conversely has its own financial institution – Raymond James Bank. The advisor-client relationship is sacred, and there is no pressure to offer proprietary products.
Raymond James pioneered the concept of financial planning in the 1960s, at a time when other firms were focused on just selling investments. Financial planning, as founder Bob James came to practice it, had to begin with listening to clients and accurately assessing their true financial needs and goals.
“Client first” is one of Raymond James’ company mantras. Another core value is conservatism and the corresponding belief that discipline in decision-making translates to a strong, stable firm for clients, advisors, associates and shareholders.
August 16, 2012, marks the 50th anniversary of Raymond James and its celebration of a half-century of stability and growth. While the company is larger, stronger, more flexible and more capable than at any time in its history, you will still find the same spirit of integrity and independence, entrepreneurialism and empowerment, collaboration and respect the company was founded with back in 1962.
If you wish to contact Lisa Detanna to learn more about Raymond James or to open an account or transfer an existing investment account, she can be contacted at 213-327-1028 or Lisa.Detanna@raymondjames.com. Her Raymond James office is located at 444 South Flower Street, Suite 3870, in Los Angeles.
About Raymond James Financial, Inc.
Raymond James Financial (NYSE:RJF) is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies. Its four principal wholly owned broker/dealers, Raymond James & Associates, Raymond James Financial Services, Morgan Keegan and Raymond James Ltd., have approximately 6,500 financial advisors serving 2.4 million accounts in 2,600 locations throughout the United States, Canada and overseas. In addition, total client assets are approximately $372 billion, of which approximately $38 billion are managed by the firm’s asset management subsidiaries.