About

Lisa Detanna is the managing director and senior vice president of investments at Raymond James in Beverly Hills. She is a wealth management specialist (WMS) and has extensive experience as a financial advisor. Over the span of three decades, Lisa Detanna has provided her services in various fields including investment management, tax planning, insurance, and estate planning. She has been listed among the top financial advisors by Barron’s, Financial Times, and Forbes.

Ms. Detanna completed her MBA in finance at Pepperdine University while she worked at Dabney Resnick Imperial, where she quickly made partner at the firm. Afterwards, she became part of the private wealth management team at Morgan Stanley. She has held the position of senior vice president in four firms including Wedbush and Citi Smith Barney.

Away from work, Lisa Detanna enjoys yoga, gardening, and biking, and has raised two tortoises for the past 33 years. She also strongly values family, as upon her mother’s passing at an early age, she took care of her younger sister and grandmother.