BEVERLY HILLS, Calif.--(BUSINESS WIRE)--Lisa Detanna, Managing Director Senior Vice President, Investments with Raymond James & Associates, member New York Stock Exchange/SIPC, was recently named to the Forbes list of the “Top 200 Women Advisors” in the country. The 2017 list, published February 28, selected 200 advisors. Detanna ranked 38th 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.”
Forbes, a biweekly financial magazine, produced the listing of distinguished advisors after weighing various quantitative criteria, including: assets under management and revenue generated for their firms and the overall quality of the advisor’s practice.*
Detanna who manages more than $2 billion in client assets, offers her clients a wide variety of services, including personal financial planning, investment management, insurance planning, estate and gift planning, philanthropy, tax planning, risk management services, family governance and family office services.
* Past performance is not indicative of future results. Individual experiences may vary.
Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Shook Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor Shook Research receives compensation in exchange for placement on the ranking. For more information: www.ShookResearch.com.
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 7,100 financial advisors serving in excess of 3 million client accounts in more than 2,900 locations throughout the United States, Canada and overseas. Total client assets are approximately $622 billion.