Top Wealth + Best-in-State + Barron's 100 · rank 12 · Beverly Hills, California · listed firm: Raymond James
Identity & firm
- Firm — Global Wealth Solutions Group of Raymond James (high)
- “Lisa Detanna is a Private Wealth Advisor, and Senior Vice President of Investments, Managing Director with the Global Wealth Solutions Group of Raymond James in Beverly Hills, California.” — general_press
- “LISA ANN DETANNA” — sec_finra_regulatory
- Parent company — Raymond James Financial (high)
- “LISA ANN DETANNA - Broker at RAYMOND JAMES & ASSOCIATES, INC.” — sec_finra_regulatory
- Firm type — ibd_rep (medium)
- “Current Firm(s): Raymond James & Associates, Inc. (Broker-Dealer and Investment Adviser registration)” — sec_finra_regulatory
- Team name — Global Wealth Solutions Group (high)
- “Welcome to Global Wealth Solutions Group of Raymond James, where we see the world differently.” — firm_official
- Team size — 23 (medium)
- “Advisor Team (6): Lisa Detanna, Gary Handler, Erik Willanger, William Atha, Ghalib Kanji, Ariel Bobroff” — firm_official
- CRD — 1979568 (high)
- “LISA ANN DETANNA - Broker at RAYMOND JAMES ...” — sec_finra_regulatory
- Years experience — 36 (high)
- “Industry start date: "3/21/1990"” — sec_finra_regulatory
- “Over 30 years in financial services industry” — firm_official
- Designations — AIF, other:MBA, other:WMS (high)
- “Lisa A. Detanna, AIF®, MBA, WMS” — firm_official
Book of business
- Team AUM ($M) — 4400 (medium)
- “Team Assets (Custodied)":"$4.4B"” — forbes_shook
- “During her tenure at the helm of the Global Wealth Solutions Group of Raymond James, which has more than $2.21 billion* under management...” — firm_official
- Account minimum ($M) — 1 (high)
- “Minimum account size for new business":"$1M"” — forbes_shook
- Typical client net worth ($M) — 35 (high)
- “"typical_net_worth_mil":35” — forbes_shook
- “Typical Net Worth of Relationships":"$25-450M"” — forbes_shook
- Client niche — multigenerational families and family offices, with a focus on inheritance and legacy conversations (high)
- “She works devotedly to facilitate the often‑challenging family conversations around inheritance, estate planning, and financial education, striving for a deeper level of harmony and clarity.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (low)
- “Current Firm(s): Raymond James & Associates, Inc. (Broker-Dealer and Investment Adviser registration)” — sec_finra_regulatory
Positioning & marketing
- Website url — https://www.globalwealthsolutionsgroup.com/ (high)
- “Welcome to Global Wealth Solutions Group of Raymond James, where we see the world differently.” — firm_official
- Value proposition (verbatim) — YOU'RE ONE OF A KIND. Your wealth plan should reflect that. Because there should be joy in pursuing your own version of success, we've honed a modern approach to wealth planning with your brilliant aspirations at the center – for your money, family and future legacy. (high)
- “Because there should be joy in pursuing your own version of success, we've honed a modern approach to wealth planning with your brilliant aspirations at the center – for your money, family and future legacy.” — firm_official
- “A life unlike any other deserves a plan like no other.” — firm_official
- Differentiators — Modern, personalized wealth planning built around the client's own definition of success, Facilitates difficult multigenerational family conversations on inheritance and legacy, Financial-literacy education programs (Money Smarts) as a client-family service, Comprehensive scope spanning investment consulting, philanthropic, estate and legacy planning, "We see the world differently" global/holistic framing (high)
- “Welcome to Global Wealth Solutions Group of Raymond James, where we see the world differently.” — firm_official
- “Getting to the heart of what clients find meaningful is her passion.” — firm_official
- Content marketing — active (medium)
- “Keeping you well informed” — firm_official
- Has podcast — no (medium)
- “Keeping you well informed” — firm_official
- Books published — 1 (high)
- “co-authored Treasures in a Winter Vault” — general_press
- “Co-authored "Treasures in the Winter Vault," a preschool children's book about money, values, and giving back.” — firm_official
- Linkedin url — https://www.linkedin.com/in/lisadetanna/ (high)
- “LinkedIn: http://www.linkedin.com/in/lisadetanna” — firm_official
- Social presence — linkedin_active, x (low)
- “Twitter: https://twitter.com/LisaDetannaRJ” — firm_official
- Press awards — Barron's Top 100 Financial Advisors 2026 (rank 37), Barron's Top 100 Women Financial Advisors 2025 (#8), Barron's Hall of Fame inductee, NAPA Top DC Advisor Teams 2026 (high)
- “Lisa Detanna, Global Wealth Solutions Group of Raymond James, Named to Barron's Top 100 Women Financial Advisors” — professional_press
- “Barron's Hall of Fame inductee” — firm_official
Visual brand
- Has distinct logo — yes (high)
- “/-/media/RJ/Advisor-Sites/Sites/g/l/globalwealthsolutionsgroup/Images/Group-Logos/logo-wht-globalwealthsolutions.svg” — firm_official
- Logo url — https://www.globalwealthsolutionsgroup.com/-/media/RJ/Advisor-Sites/Sites/g/l/globalwealthsolutionsgroup/Images/Group-Logos/logo-wht-globalwealthsolutions.svg (high)
- “/-/media/RJ/Advisor-Sites/Sites/g/l/globalwealthsolutionsgroup/Images/Group-Logos/logo-wht-globalwealthsolutions.svg” — firm_official
- Visual brand notes — Dark navy/charcoal ground, white sans-serif wordmark and type, high-contrast minimal layout with gradient overlays; formal team-portrait photography. Restrained and premium rather than ornamental. (medium)
- “YOU'RE ONE OF A KIND. Your wealth plan should reflect that.” — firm_official
