LISA DETANNA — ACCOMPLISHED FINANCIAL EXECUTIVE AND ADVISOR

Serving as the senior vice president of investments at Raymond James since 2011, Lisa Detanna helps individuals achieve their financial goals for retirement, protect their assets, and make sound investments. Recognized numerous times on the lists of top advisors from Barron’s and Forbes, Lisa Detanna served as the senior vice president of investments at Morgan Stanley and as a financial advisor at Wedbush Securities. An MBA graduate of Pepperdine University, Ms. Detanna started her career at Drexel Burnham Lambert, where she worked full-time while completing her degree. In addition to her financial leadership, she has served her community as a former board member for the Peninsula Education Foundation and as a past president of the Westside Family Health Center and the Beverly Hills Chamber of Commerce. Additionally, Lisa Detanna co-authored a children’s book titled Treasures in the Winter Vault. In her free time, she enjoys home restoration, gardening projects, and caring for her 30-year-old pet tortoises.