Lisa Detanna

Lisa Detanna

Investment Advisor, Raymond James
 

Currently employed at Raymond James

 

Previous: University Of California, Los Angeles

 

    Summary

    Lisa Detanna works as an investment advisor for Raymond James in Los Angeles, California. In this position, she develops customized solutions for her clients based upon several factors. Ms. Detanna considers both the short- and long-term objectives of the investor. She also takes into consideration their individual profiles. Using these measures, Lisa Detanna is able to provide her clients with financial counseling and products that will suit their specific needs. With almost 20 years of experience in the investing and financial world, Lisa Detanna was ranked one of the Top 100 Women Financial Advisors by Barron’s in 2010. She received her Bachelor of Arts in Psychology from the University of California, Los Angeles in 1985. After breaking into the financial industry, Ms. Detanna went back to school at Pepperdine University in Los Angeles, where she received her Master of Business Administration in 1992. Before joining Raymond James as their Senior Vice President of Investments, Lisa Detanna spent twelve years with Morgan Stanley, where she gained a great deal of experience in investments and securities. Ms. Detanna began her financial career with Drexel Burnham Lambert working in their Capital Markets department. In her new role at Raymond James, Lisa Detanna utilizes her skills and training to aid clients in wealth and asset management; the purchase and sale of stocks, bonds, and mutual funds; insurance and annuity needs; and retirement and estate planning. Ms. Detanna works closely with her clients offering personal attention in all aspects of reaching their investment goals. Lisa Detanna is a member of the Financial Planning Association, the Rotary Club of Beverly Hills, and a former President of the Beverly Hills Chamber of Commerce. In her free time, Ms. Detanna enjoys working out, practicing yoga, and walking her dog. She is an avid Sunday biker and has participated in various marathon bike rides between Santa Monica and Palos Verdes.

Experiences

 

Investment Advisor

At Raymond James

From 2011 to Present

Skills

 
  • Finance
  • Investment
  • Lisa

Centres d'intérêt

 
  • WALKING THE DOG
  • WORKING OUT
  • YOGA