Lisa Detanna Named to Forbes/SHOOK Top Wealth Advisors Ranking
Lisa Detanna Recognized in Forbes 2025 Top 250 Wealth Advisors
Lisa Detanna, Managing Director and Private Wealth Advisor of Global Wealth Solutions Group of Raymond James, located at 9595 Wilshire Blvd., Suite 801, Beverly Hills, CA 90212, has been honored in Forbes 2025 America's List of America's Top Wealth Advisors. SHOOK Research, in collaboration with Forbes, released the list on April 8th, recognizing wealth advisors who meet the established selection criteria.
Forbes, in collaboration with SHOOK Research, evaluates wealth advisors nationwide based on a comprehensive set of criteria, including industry experience, revenue trends, assets under management, compliance records, and best practices in client service. The 2025 rankings reflect data from June 30, 2023 to June 30, 2024.
"This award recognizes our dedication to clients and families," said Andy Waldbaum, Complex Manager at Raymond James. "Lisa and the team share this honor, working together to focus on one thing: what's best for the client and their families. We're extremely proud and grateful to Lisa for her leadership, and to every GWSG team member for their commitment to the values that have driven our decisions for more than 30 years."
Detanna, who joined Raymond James in 2011, has over 30 years of experience in the financial services industry. She has established herself as a knowledgeable guide for family offices, multigenerational families, and high-net-worth clients. She is passionate about getting to the heart of what clients find meaningful and works tirelessly to facilitate often-challenging family conversations around inheritance, estate planning, and financial education, striving for a deeper level of harmony and clarity.
"Working with Lisa and the Global Wealth Solutions Group of Raymond James team has been an incredible journey," said Erik Willanger, First Vice President. "Our commitment to clients and their families drives us every day. Lisa's leadership inspires us to uphold the values that have guided us for over 30 years. Together, we strive to make a positive impact and ensure the best outcomes for those we serve."
Congratulations Lisa and the Global Wealth Solutions Group of Raymond James!
To reach Detanna or the advisors at the Global Wealth Solutions, more information can be found at https://www.globalwealthsolutionsgroup.com/ or by calling 310-285-4506.
The Forbes America's Top Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and qualitative data. This ranking is based upon the period from 06/30/2023 to 06/30/2024 and was released on 04/08/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, 250 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients" experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit https://www.forbes.com/lists/top-wealth-advisors/ for more info.
About Raymond James
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 8,600 financial advisors. Total client assets are $1.13 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.
© 2024 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations
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Media contact: Tara Detanna-Rogers, [email protected]
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