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Lisa Detanna Ranked to Barron’s “Top 1,200 Financial Advisors” List

Lisa Detanna Ranked to Barron’s “Top 1,200 Financial Advisors” List (Photo: Business Wire) Multimedia Gallery URL


Lisa Detanna, managing Director with Raymond James & Associates, member New York Stock Exchange/SIPC, was recently named to Barron’s list of the “Top 1,200 Financial Advisors.” The prestigious 2019 list was published March 8 and draws from all 50 states, plus the District of Columbia. It is the largest, most comprehensive annual advisor list circulated by Barron’s.

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“It is an absolute honor to be considered among the top financial advisors in my state,” Lisa Detanna said. “To be included among such an elite group is humbling.”

Barron’s, a financial outlet published by Dow Jones & Co., produced the listing of distinguished advisors after weighing criteria such as assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.*

Lisa Detanna, who manages more than $900 million in client assets, offers her clients Estate and Trust Review, Multi-Generational Wealth Planning, Financial and Retirement planning, Investment Management, Insurance Review and Protection of Assets, Concierge Services in a Multi Family setting.

*Source: Barron’s “Top 1,200 Financial Advisors,” March 2019. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.

About Raymond James & Associates

As of 12/31/2018. Past performance is not an indication of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock. Raymond James Financial, Inc. (RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 7,800 financial advisors throughout the United States, Canada and overseas. Total client assets are $725 billion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at www.raymondjames.com.

©2019 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC

Raymond James & Associates
9595 Wilshire Blvd. Suite 300
Beverly Hills, CA 90212
Tel: 310-285-4506

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