Lisa DetannaLisa Detanna is Managing Director and Senior Vice President of Investments at Raymond James, a leading financial planning firm, where she has been providing wealth management advice since 2011. With more than 20 years of experience, she offers 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 multi-family office services. Previously she held senior vice president positions at Wedbush, Citi Smith Barney, Morgan Stanley and Dabney Resnick
Imperial. Lisa began her career at Drexel Burnham Lambert’s capital markets group in Beverly Hills. She holds Series 63, 65 and 7 securities licenses and a Wealth Management Specialist, WMS®. She is also an Accredited Investment Fiduciary AIF®. Lisa was awarded Top Female Financial Advisor by Barron’s from 2010 to 2019, Top Financial Advisers by Financial Times FT400 in 2019 and Best-In-State Wealth Advisors by Forbes in 2019.

Lisa graduated from the University of California, Los Angeles with a bachelor’s degree in psychology with an emphasis in Business and earned an MBA from Pepperdine University. She received her professional financial planning designation from UCLA in 2002. She is also a member of the Financial Planning Association’s local and national chapters, as well as being a member of Investment and Wealth Institute (IWI) and the Association of Small Foundations ASF Exponent Philanthropy.

She plays an active role in professional and community associations. She served as the past president of the Beverly Hills Chamber of Commerce, the Beverly Hills Conference and Visitors Bureau, the past board president of the Westside Family Health Center, past board member of the Maple Counseling Center and was recognized by Rotary International as a Paul Harris Fellow. She still finds time in her busy schedule for her membership in the Beverly Hills Rotary Club and the Economic Development Council of Beverly Hills. She is currently on the Advisory Board of Pediatric Vision and the Westside Family Health center. She has also been a delegate, as declared by the Executive Committee of the International Women’s Leadership Association. Lisa has written and lectured on many financial topics and has been interviewed by CNBC, ABC and NBC and various Los Angeles radio and television stations. She believes her strong commitment to education, experience and community involvement is exemplary to the young heirs and beneficiaries that she mentors.

Lisa co-authored a children’s book titled Treasures in the Winter Vault to help teach kids about money, doing the right thing and giving back. She has hosted Rock Concerts with the band Gooding to message this to teens in a language they can understand. Currently she is a cosponsor with Barron’s to help educate students at UCLA.