Lisa Detanna Named to Forbes’ Top Women Wealth Advisors

Key Terms

assets under management (aum) financial

Assets under management (AUM) is the total value of all the investments that a financial company or fund is responsible for overseeing on behalf of its clients. It’s like a bank counting all the money it manages for people and organizations—more AUM generally means the company is trusted with larger amounts and can charge higher fees.

Lisa Detanna Recognized in Forbes 2026 List of America’s Top Women Wealth Advisors

BEVERLY HILLS, Calif.--(BUSINESS WIRE)-- Lisa Detanna, Managing Director and Private Wealth Advisor of the Global Wealth Solutions Group at Raymond James, located at 9595 Wilshire Blvd., Suite 801, Beverly Hills, CA 90212, has again been honored on the Forbes 2026 list of America’s Top Women Wealth Advisors, a prestigious ranking developed in partnership with SHOOK® Research.

The annual Forbes | SHOOK ranking highlights 100 women across the country who have demonstrated outstanding leadership, client impact, and professional excellence within the wealth management profession. The 2026 list evaluates advisors through a rigorous combination of qualitative and quantitative metrics, including in‑person interviews, industry experience, client retention, best‑practice reviews, compliance records, assets under management, and revenue contribution.

“I am deeply honored to be recognized once again among such an extraordinary group of women advisors,” said Detanna. “My practice is built on trust, education, and fostering meaningful long‑term relationships across multiple generations of families. This acknowledgment reflects the dedication of our entire Global Wealth Solutions Group and our commitment to serving clients with integrity, compassion, and excellence.”

Detanna, who joined Raymond James in 2011, has brought more than 30 years of financial services experience. Her practice oversees wealth strategies for roughly 800 families and multigenerational client households, with a focus on long‑term planning, estate dynamics, legacy objectives, and financial literacy for all generations.

Her team manages $4.4 billion in custodied assets, aligning sophisticated investment solutions with the real‑world goals and values of the families they serve. “We view wealth management as a long-term partnership. Guiding families across generations, helping them communicate, plan, and grow together, is the most meaningful part of what we do,” said Detanna.

“We are incredibly proud to see Lisa recognized on the Forbes Top Women Wealth Advisors list,” said Andy Waldbaum, Complex Manager, Greater Los Angeles and Island Complex. “Her leadership, professional rigor, and unwavering commitment to client families are at the heart of our culture at Raymond James.”

“Being part of Lisa’s team is truly inspiring,” added Terri Steffner, Practice Business Manager of the Global Wealth Solutions Group of Raymond James. “Her example elevates all of us to deliver exceptional service and thoughtful guidance to the families we support and empower them through education.”

Best Advice from Detanna: “The client must believe that any question is a great question, because the advisor should be the trusted person who cuts through all the noise.”

Join us in congratulating Lisa and the Global Wealth Solutions Group of Raymond James on this prestigious award.

For more information or to reach Lisa Detanna and the Global Wealth Solutions Group:

• 310‑285‑4506
• https://www.globalwealthsolutionsgroup.com/
• LinkedIn
• https://www.youtube.com/@LisaDetanna

The ranking is determined using an algorithm that evaluates both qualitative insights-gathered through surveys and interviews-and quantitative factors such as assets under management (AUM). Advisors selected for Forbes' 2025 Top Women Wealth Advisors Best-in-State ranking must have a minimum of seven years of experience, including at least one year at their current firm.

Candidates are evaluated based on criteria including revenue, production, client retention, and a proprietary "impact" metric that measures the difference advisors make in their clients' financial lives.

About the Forbes | SHOOK 2026 Top Women Wealth Advisors Ranking

The 2026 list represents the tenth annual Forbes ranking dedicated to recognizing the most accomplished women advisors in the United States. Candidates undergo in‑person, virtual, and telephone due‑diligence reviews, with scoring based on client impact, professional conduct, industry experience, firm nominations, assets under management, and revenue. Investment performance is not a ranking criterion due to differences in client risk profiles and objectives.

2026 Forbes America’s Top Women Wealth Advisors

The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 6/30/24 to 6/30/25 and was released on 02/04/2026. Research Summary (as of February 2026): 51,403 nominations were received and 100 women won. 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 ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/top-women-advisors/?sh=36214c902a8f 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.

© 2026 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

View source version on businesswire.com: https://www.businesswire.com/news/home/20260212864198/en/

Media contact: Tara Detanna-Rogers,

tara.detannarogers@raymondjames.com

Globalwealthsolutionsgroup.com

Source: Raymond James Financial, Inc.