What Is the Series 63 Exam?An accomplished Beverly Hills, California financial executive with more than three decades of experience, Lisa Detanna serves as a senior…Oct 29, 2021Oct 29, 2021
Coping with Medicare’s Shortcomings — Retirement and LongevityA managing director and senior vice president for investments with Raymond James in Beverly Hills, Lisa Detanna specializes in tax…Oct 19, 2021Oct 19, 2021
LISA DETANNA — ACCOMPLISHED FINANCIAL EXECUTIVE AND ADVISORServing as the senior vice president of investments at Raymond James since 2011, Lisa Detanna helps individuals achieve their financial…Jul 23, 2021Jul 23, 2021
Women Financial Advisors Meet COVID Client Relations ChallengeLisa Detanna has served as a managing director and senior vice president with Raymond James & Associates, Inc., since 2011. Working from…Jul 16, 2021Jul 16, 2021
Why Financial Advisors Should Work with Entire FamiliesProfiled in Barron’s magazine in its 2021 ranking of the Top Women Financial Advisors, Lisa Detanna serves as a managing director and…Jun 30, 2021Jun 30, 2021
Preparing Heirs to Manage Wealth SuccessfullyA managing director and senior vice president with Raymond James & Associates, Inc., Lisa Detanna oversees more than $1.5 billion in assets…Jun 22, 2021Jun 22, 2021
Interactive Program Joins Barron’s to Promote Financial LiteracyA managing director and senior vice president in charge of investments at Raymond James & Associates, Inc., Lisa Detanna is the co-author…Jun 15, 2021Jun 15, 2021
Three Top Advisor Rankings and Their CriteriaLisa Detanna of Beverly Hills, California, draws on over two decades of financial planning and wealth management experience to assist…May 28, 2021May 28, 2021
Five Important Components of Personal FinanceLisa Detanna, an MBA graduate of Pepperdine University, has been working in the financial services industry for over 30 years. As managing…Mar 20, 2021Mar 20, 2021
