Lisa Detanna Named to Barron’s 2021 Top 100 Women Financial Advisors
23 Giugno 2021 - 7:56PM
Business Wire
Lisa Detanna, managing director of Global Wealth Solutions Group
of Raymond James, has for the sixth year in a row been named to the
Barron’s list of Top 100 Women Financial Advisors.*
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Lisa Detanna Named to Barron’s 2021 Top
100 Women Financial Advisors (Photo: Business Wire)
She is 24th on the national list, up from 28th last year.
Barron’s describes the 2021 honorees as leading women who are
champions of diversity and compassion. The ranking reflects the
volume of assets overseen by the advisors and their teams, revenues
generated for the firms and the quality of the advisors’
practices.
“I am honored and humbled to be among such wonderful women on
the Barron’s list,” said Lisa Detanna. “My team and I remained
focused on making a difference in these tumultuous times.”
Global Wealth Solutions Group of Raymond James provides
financial planning and wealth management for affluent families and
individuals, businesses, nonprofits and institutional endowments
throughout California and across the globe and can be reached at
855.608.7543 or 877.734.5258. Their offices are at 9595 Wilshire
Blvd., Suite 801, Beverly Hills, CA 90212; and 444 S. Flower St.,
Suite 3870, Los Angeles, CA 90071.
About Raymond James Financial, Inc.
Raymond James Financial, Inc. (NYSE: 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 8,100 financial advisors. Total client
assets are $858 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.
*Source: Barron’s “Top 100 Women Financial Advisors,” June 2021
. Barron’s is a registered trademark of Dow Jones & Company,
L.P. All rights reserved. The rankings are based on data provided
by individual advisors and their firms and include qualitative and
quantitative criteria. Data points that relate to quality of
practice include professionals with a minimum of 7 years financial
services experience, acceptable compliance records (no criminal U4
issues), client retention reports, charitable and philanthropic
work, quality of practice, designations held, offering services
beyond investments offered including estates and trusts, and more.
Financial Advisors are quantitatively rated based on varying types
of revenues produced and assets under management by the financial
professional, with weightings associated for each. 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.© 2020
Raymond James & Associates, Inc., member New York Stock
Exchange/SIPC.
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Media Contact: Andy Waldbaum 310.285.4549
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