BEVERLY HILLS, Calif.--(BUSINESS WIRE)--Lisa Detanna, Senior Vice President, Investments & Managing Director with Raymond James & Associates, member New York Stock Exchange/SIPC, was recently named to Barron’s list of the “Top 100 Women Financial Advisors” in the country. The 2016 list, published June 4, selected 100 advisors. Detanna ranked 91 in the United States.
“It is an absolute honor to be considered among the top women financial advisors in the nation,” Detanna said. “To be included among such an elite group is humbling.”
Barron’s, a weekly financial newspaper published by Dow Jones & Co., produced the listing of distinguished advisors after weighing criteria such as advisors’ assets under management, revenue generated for their firms and the quality of their practices.
Detanna, who manages more than $500 million in client assets, offers her clients and families comprehensive wealth planning with what she articulates as “Planning with Purpose.” The process allows each client a customized and holistic approach to educate themselves, and their families, on the fundamentals of saving and investing with a focus on preserving wealth.
Her team offers her clients comprehensive wealth planning services including financial planning, succession planning, retirement planning, portfolio management, lending solutions, insurance and long-term care insurance, 401(k), and 403(b) and pension plan development.
About Raymond James & Associates
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 50 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 6,700 financial advisors serving in excess of 2.8 million client accounts in more than 2,700 locations throughout the United States, Canada and overseas. Total client assets are approximately $522 billion.
* Past performance is not indicative of future results. Individual experiences may vary.