Lisa Detanna Recognized Among Forbes’ Top Women Wealth Advisors
Lisa Detanna, Managing Director and Private Wealth Advisor of the Global Wealth Solutions Group at Raymond James, has been named among Forbes’ 2025 List of America’s Top Women Wealth Advisors. Operating out of her office at 9595 Wilshire Blvd., Suite 801, Beverly Hills, CA 90212, Detanna has been recognized for her outstanding contributions to the financial services industry, demonstrating exemplary leadership, client service, and expertise in wealth management.
The prestigious Forbes list, released on February 11, 2025, was developed in collaboration with SHOOK Research. It highlights women advisors who meet rigorous selection criteria based on qualitative and quantitative factors. This honor is a testament to the hard work, dedication, and passion Detanna brings to her profession.
“I am honored and humbled by this recognition and congratulate all the other incredible women who were recognized on this list,” said Detanna. “This award reflects the dedication and commitment my team and I bring to work every day. Thank you, Forbes, for this acknowledgment.”
A Distinguished Career in Wealth Management
Lisa Detanna has been a prominent figure in the financial services industry for over three decades. She joined Raymond James in 2011 and has since built a reputation as a trusted advisor to high-net-worth individuals, multigenerational families, and family offices. Her approach to wealth management goes beyond financial planning—she is deeply committed to understanding her clients’ core values and financial goals, ensuring their wealth aligns with their long-term aspirations.
Detanna specializes in complex financial matters, including estate planning, inheritance strategies, risk management, philanthropic endeavors, and financial education for future generations. Her ability to navigate the delicate nature of family wealth conversations sets her apart in the industry. By facilitating discussions that address estate planning and legacy building, she helps families achieve financial harmony and clarity across generations.
Recognized for Excellence in Wealth Advisory
Recognition on the Forbes 2025 Top Women Wealth Advisors list is no small feat. The selection process for this prestigious list is based on an algorithm developed by SHOOK Research, which considers both qualitative insights gathered through surveys and interviews and quantitative metrics such as assets under management (AUM). Advisors must meet strict eligibility requirements, including a minimum of seven years of experience, with at least one year at their current firm. Additional factors such as revenue production, client retention, and a proprietary impact metric—which measures the tangible difference advisors make in their clients’ financial lives—are also taken into account.
“We are incredibly proud to see Lisa recognized on the Forbes Top Women Advisors list,” said Andy Waldbaum, Complex Manager, Greater Los Angeles and Island Complex. “This achievement underscores the expertise, leadership, and the trust both she and her team have built with clients every day.”
The Selection Process: What It Takes to Earn a Spot on Forbes’ Esteemed List
Forbes’ ranking methodology is designed to identify top-performing wealth advisors who exemplify excellence in their field. The SHOOK Research team evaluates thousands of candidates across the country, analyzing key performance indicators such as revenue growth, assets managed, and compliance records. While portfolio performance is not considered—due to the varying client objectives and the lack of audited data—the ranking emphasizes an advisor’s ability to deliver exceptional service and maintain strong client relationships.
Forbes’ 2025 ranking was based on data collected between September 30, 2023, and September 30, 2024. Out of 48,220 nominations, only 100 women advisors were selected for this honor. It is important to note that this ranking is not indicative of future performance, does not serve as an endorsement, and may not necessarily reflect individual client experiences. Additionally, neither Raymond James nor its financial advisors pay a fee to be considered for or included in this ranking.
Commitment to Clients and Financial Education
One of the hallmarks of Detanna’s practice is her commitment to educating clients about financial literacy. She believes that empowering clients with knowledge is just as critical as managing their wealth. She regularly conducts educational seminars, workshops, and one-on-one sessions designed to equip families with the necessary tools to make informed financial decisions.
Her passion for financial education extends to the next generation as well. She works closely with families to ensure that younger members understand the responsibilities that come with wealth and inheritances. By fostering financial literacy at an early age, she helps ensure that future generations are well-prepared to manage and grow their wealth responsibly.
A Look at the Global Wealth Solutions Group at Raymond James
The Global Wealth Solutions Group at Raymond James, led by Lisa Detanna, is a premier wealth management team dedicated to providing customized financial solutions for high-net-worth individuals, families, and institutions. The team offers a broad range of services, including:
- Comprehensive financial planning
- Investment management
- Estate and legacy planning
- Risk management and insurance solutions
- Philanthropic planning
- Business succession planning
- Retirement planning
With a client-centric approach, the Global Wealth Solutions Group focuses on delivering tailored strategies designed to help clients achieve their financial goals while preserving and growing their wealth over time.
The Future of Wealth Management
As the financial landscape continues to evolve, advisors like Lisa Detanna remain at the forefront of innovation and best practices in management. With shifting economic trends, changing tax laws, and an increasingly globalized market, high-net-worth individuals and families require experienced advisors who can adapt and provide forward-thinking strategies.
Lisa Detanna’s recognition by Forbes serves as a testament to her unwavering commitment to excellence, integrity, and client service. She remains dedicated to guiding her clients through the complexities of management with a personalized approach that prioritizes their unique financial objectives and values.
