Lisa Detanna Recognized Among the Nation’s Top Wealth Advisors in Forbes/SHOOK 2025 Ranking
Lisa Detanna, a Managing Director and Private Wealth Advisor at the Global Wealth Solutions Group of Raymond James, has earned a prestigious spot on Forbes’ 2025 list of America’s Top Wealth Advisors. This recognition, curated by SHOOK Research and released on April 8, 2025, highlights Detanna’s exceptional contributions to the financial advisory industry and her unwavering commitment to clients and their families.
Located in the heart of Beverly Hills at 9595 Wilshire Blvd., Suite 801, Detanna’s advisory practice has become synonymous with personalized, values-driven wealth management. Her inclusion in this year’s Forbes list is more than a personal achievement—it is a testament to over three decades of leadership, client service excellence, and thoughtful, multigenerational financial planning.
A Rigorous Selection Process Backed by Research
The Forbes Top Wealth Advisors list is among the most respected rankings in the wealth management industry. Developed by SHOOK Research, a leading firm in advisor analytics and industry benchmarking, the list is based on a meticulous selection process that considers a wide range of qualitative and quantitative metrics.
Candidates must have a minimum of seven years of experience, but experience alone does not guarantee inclusion. SHOOK’s methodology also weighs factors such as revenue growth, assets under management (AUM), compliance records, and the advisor’s ability to apply best practices in client engagement and holistic wealth strategies.
According to the 2025 rankings, the evaluation period spanned from June 30, 2023, to June 30, 2024. During this time, SHOOK conducted in-depth due diligence, including telephone and in-person interviews, to assess candidates’ client service models, business acumen, and ethics. This year, from a pool of nearly 49,000 nominations, only 250 advisors made the final cut—an elite group representing the pinnacle of financial advisory excellence.
A Career Centered on Family-Focused Wealth Strategy
Lisa Detanna’s professional journey is a reflection of enduring values, strategic insight, and a deep-rooted belief in client-first financial guidance. Since joining Raymond James in 2011, she has carved out a niche in advising high-net-worth individuals, family offices, and multigenerational households. But Detanna’s approach goes beyond investment portfolios and financial modeling. She seeks to address the emotional and interpersonal dimensions of wealth—facilitating family discussions around legacy, financial literacy, and estate planning.
Her ability to connect financial goals with family values has earned her the trust of long-standing clients and industry peers alike. Whether guiding a family through succession planning or helping a client build a philanthropic legacy, Detanna’s focus remains on delivering clarity, purpose, and peace of mind.
“Lisa brings more than just technical expertise to the table,” said Andy Waldbaum, Complex Manager at Raymond James. “She brings heart, empathy, and a commitment to truly understanding what matters most to the families she serves. Her recognition by Forbes and SHOOK is a reflection of that rare combination of skill and sincerity. We’re proud to have her leadership at the Global Wealth Solutions Group.”
The Impact of Leadership at Global Wealth Solutions Group
The Global Wealth Solutions Group (GWSG) of Raymond James has long prioritized a team-based, collaborative approach to wealth management. Under Detanna’s leadership, the group has cultivated a culture grounded in education, transparency, and proactive service. Their work extends far beyond traditional financial advisory—it encompasses estate strategy, intergenerational planning, tax optimization, and charitable giving.
“Working with Lisa and the GWSG team has been one of the most rewarding aspects of my career,” shared Erik Willanger, First Vice President at GWSG. “Lisa sets the tone for everything we do. She leads with integrity and vision, and she inspires the team to do the same. Together, we’re not just helping clients grow wealth—we’re helping them build legacies.”
This philosophy has not only driven client success but also contributed to the team’s growth and stability. Many of GWSG’s clients have worked with the team for decades, drawn to their holistic advisory model and enduring dedication to long-term financial wellbeing.
The Rising Importance of Holistic Wealth Advisory
In today’s evolving financial landscape, clients are increasingly seeking advisors who can provide more than investment advice. They want comprehensive planning services that integrate financial, emotional, and legacy considerations—exactly the kind of personalized, full-spectrum support that Detanna and her team provide.
With market volatility, generational wealth transfer, and new challenges in estate planning, the role of the wealth advisor has expanded. Detanna has embraced this evolution, positioning her practice at the forefront of modern advisory services.
Her work frequently includes helping families navigate complex transitions, such as business succession or large charitable endowments. She also emphasizes financial education for younger generations, equipping heirs with the tools and understanding necessary to manage inherited wealth responsibly.
“Lisa’s approach reflects a profound respect for both the financial and emotional complexities that families face,” said Waldbaum. “She’s not just a wealth advisor—she’s a steward of generational impact.”
A Look at the Recognition – What It Means
The Forbes/SHOOK Top Wealth Advisors ranking is not a reflection of past portfolio performance. Instead, it focuses on the advisor’s methodology, integrity, and ability to foster long-term client relationships that result in consistent, sustainable growth.
Neither Raymond James nor Detanna pays a fee to be considered or ranked. This reinforces the credibility and objectivity of the selection process. SHOOK Research is independently operated and relies on proprietary algorithms and detailed due diligence to ensure its rankings reflect genuine leadership in the financial industry.
Clients and industry observers alike view the Forbes list as a reliable indicator of quality and credibility in a crowded market.
Continuing the Mission – Looking Ahead
As Raymond James continues to expand its national presence, Detanna and the GWSG team remain committed to their foundational mission: to empower clients with thoughtful guidance and actionable financial strategies that align with their personal values.
Looking to the future, Detanna shows no signs of slowing down. Her ongoing goals include mentoring rising talent within the firm, advancing client education initiatives, and expanding access to high-touch advisory services for emerging generations of wealth holders.
“We see every client relationship as a long-term partnership,” Detanna said in a previous interview. “It’s about building trust, fostering understanding, and creating a plan that can weather life’s changes. That’s what our work is all about.”
Connect with the Global Wealth Solutions Group
For individuals and families seeking guidance on complex wealth management issues, the Global Wealth Solutions Group at Raymond James offers a trusted, experienced partner. Lisa Detanna and her team are available for consultations and ongoing advisory relationships.
To learn more, visit globalwealthsolutionsgroup.com or call 310-285-4506.
