BEVERLY HILLS, Calif.--(BUSINESS WIRE)--Lisa Detanna, Managing Director, Senior Vice President, Investments, and the Global Wealth Solutions Group of Raymond James are proud to announce they have formed a joint venture with Gary Handler Senior Vice President, Investments and Senior Institutional Consultant Raymond James Institutional Consulting and the Handler Investment Consulting Group of Raymond James (HICG).
This brings two successful, dynamic teams located in the Beverly Hills office together to build and provide institutional services for clients and wealthy families.
Handler’s team has been helping organizations with retirement plans for over 25 years. The most critical element of their practice has been the standard of care they bring to all of their institutional clients, allowing plan participants the opportunity to retire with dignity. The levels of core competency in the retirement arena and stellar client service that they bring to their clients may be the reasons they are selected by plan sponsors across the country
Tom James Chairman, Raymond James Financial and Tash Elwyn, President Raymond James Private Client Group say, ”We are pleased to have opened our first Raymond James & Associates office in Beverly Hills and are delighted that Lisa Detanna and Gary Handler along with the experienced teams of Raymond James are helping us expand and develop a presence in this market.”
Detanna says, “Gary and his team have strengthened what our team currently does for our institutional clients, business owners and families.” This combination brings a win-win solution to our team which offers comprehensive wealth strategies, multigenerational planning and investment advice to families, business owners and key employees of companies. Detanna was named one of the Barron’s Top 100 Women Advisors in 2010.
Contact Erik Willanger at 310.285.4505 for information on any of these programs.
About Raymond James Financial, Inc.
Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified holding company providing private client group, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities. Its three principal wholly owned broker-dealers, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC Raymond James Financial Services, Inc., member FINRA/SIPC and Raymond James Ltd., have approximately 6,200 financial advisors serving in excess of 2.5 million accounts in more than 2,500 locations throughout the United States, Canada and overseas. Total client assets are approximately $441 billion. Public since 1983, the firm has been listed on the New York Stock Exchange since 1986 under the symbol RJF. Additional information is available at www.raymondjames.com.
About Plan Advisor
The PLAN ADVISOR Top 100 Advisers is an annual listing of the retirement plan advisers and adviser teams that stand out in the industry in terms of a series of quantitative measures such as qualified plan assets under advisement (AUA) as well as the number of plans under advisement. We also call attention to those who have more than 20% of their practice focused on 403(b) plans, 457 plans, defined benefit (DB) plans or nonqualified plans. Individuals had to have 65 or more plans or at least $500 million in AUA; teams needed to advise at least $1.5 billion in assets or a minimum of 125 plans; and multi-office teams needed to oversee $2.5 billion in plan assets or 200 or more plans. “40 Most Influential Advisors in the Defined Contribution Industry.” 401kWire, March 2010 this list is based on almost 3,000 nominations from the industry and our editorial staff. The final list was selected based on more than 120,000 reader votes as well as input from last year’s Top 40 Advisors and from distributors working with the advisors, and an analysis of objective criteria including statistics about the advisors’ practices gathered directly from the nominees.
About Barron’s Top 100 Women Financial Advisors
The Barron’s “Top 100 Women Financial Advisors” was compiled by industry researcher R.J. Shook of the Winner’s Circle Organization. Rankings were based on quantitative (assets under management and revenue produced) and qualitative criteria (compliance records, discussions with management, experience levels and interviews among other factors).