Lisa Detanna Ranked #1 in California on Forbes' Top Women Wealth Advisors Best-in-State
MWN-AI** Summary
Lisa Detanna, Managing Director and Private Wealth Advisor of the Global Wealth Solutions Group at Raymond James in Beverly Hills, has achieved the remarkable distinction of being ranked #1 in California on Forbes' 2026 “Top Women Wealth Advisors Best-In-State” list. This recognition signifies her exceptional leadership and unwavering dedication to serving high-net-worth families, according to Forbes and SHOOK® Research.
The Forbes ranking evaluates women wealth advisors based on a comprehensive algorithm that incorporates various qualitative and quantitative factors, including client retention data, industry experience, and assets under management. Candidates must have a minimum of seven years of experience in the financial services field. The accolades are designed to highlight advisors who deliver the highest standards of care in wealth management.
Detanna expressed her honor at receiving this recognition, emphasizing her commitment to simplifying complex financial decisions for families she has served across generations. With over 30 years in the industry, she leads a dedicated team that offers a range of family office services, including wealth strategy and legacy planning, while fostering open communication and enduring partnerships with clients.
John Simmons, Senior Vice President and Regional Director at Raymond James, commended Detanna for her authenticity and dedication to client service, reinforcing the trust and relationships she builds with families. As the 2026 “Top Women Wealth Advisors Best-In-State” recognition continues to underscore the achievements of women in finance, Detanna stands as a leading example of excellence in wealth advising.
For insights or further information about Lisa Detanna and her team, readers are encouraged to visit their website or reach out directly.
MWN-AI** Analysis
Lisa Detanna's recognition as the #1 Top Women Wealth Advisor in California by Forbes underscores a profound credibility that can influence both existing and prospective clients in the high-net-worth sector. For investors seeking wealth management services, aligning with an advisor of Detanna's caliber may present significant advantages.
Detanna's holistic approach to wealth management—encompassing investment strategy, legacy planning, and cross-generational guidance—speaks to her dedication to client intimacy and understanding. This philosophy is crucial in today's volatile market environment where personalized advice can help navigate complexities. Given that she has over 30 years of experience and has maintained a multi-generational client base, potential clients can expect a well-rounded and informed partnership that prioritizes their long-term goals.
Investors should consider engaging with her Global Wealth Solutions Group to benefit from their comprehensive family office support, particularly in times when families may feel pressure to diversify their investments or emphasize wealth preservation strategies. Additionally, the team’s emphasis on communication and education indicates a commitment to empower clients, a factor often overlooked in financial planning.
For established investors or families looking to enhance their financial strategies, the connection with an advisor like Detanna could also pivotally impact not just financial outcomes, but emotional well-being, due to her emphasis on simplifying wealth complexities. Furthermore, with the fluctuating economic landscape, having an experienced guide to tailor risk management strategies and align investments according to evolving objectives is essential.
In conclusion, prospective clients should approach Detanna’s Global Wealth Solutions Group not merely as a transaction-oriented service, but as a partnership that fosters clarity, strategic growth, and peace of mind—especially valuable for those navigating their financial futures amidst uncertain times.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
Lisa Detanna Recognized in Forbes 2026 List of America’s Top Women Wealth Advisors
Lisa Detanna, Managing Director and Private Wealth Advisor of the Global Wealth Solutions Group at Raymond James, located at 9595 Wilshire Blvd., Suite 801, Beverly Hills, CA 90212, has been ranked #1 on the Forbes 2026 “Top Women Wealth Advisors Best?In?State” list for California, according to the latest rankings released by Forbes in partnership with SHOOK® Research.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260217757981/en/
This Best?In?State recognition highlights women advisors who demonstrate exceptional leadership, deep client impact, and mastery in serving sophisticated high?net?worth and multigenerational families. Forbes’ 2026 ranking, based on interviews, client retention data, industry experience, and assets under management, distinguishes advisors who deliver some of the highest standards of care in the wealth management profession.
“I am incredibly honored by this recognition,” said Detanna. “Serving California’s families, many of whom I’ve worked with across multiple generations, is a privilege I never take for granted. Our mission is to simplify the complexities of wealth and help families communicate, plan, and thrive with clarity and purpose.”
With more than 30 years of experience, Detanna leads a team that provides comprehensive family office support, including wealth strategy, entity coordination, investment management, legacy planning, financial education, and cross?generational guidance. Her approach emphasizes deep personal understanding, open communication, and long?term partnership with client families.
“We are incredibly proud to see Lisa and her team recognized as the #1 Top Women Wealth Advisor in the state,” said John Simmons, Senior Vice President, Regional Director, Western Division RJA. “Her leadership, authenticity, and singular dedication to serving families truly set her apart."
Join us in congratulating Lisa and the Global Wealth Solutions Group of Raymond James team on this prestigious award.
For more information or to reach Lisa Detanna and the Global Wealth Solutions Group:
- 310?285?4506
- https://www.globalwealthsolutionsgroup.com/
- https://www.youtube.com/@LisaDetanna
The ranking is determined using an algorithm that evaluates both qualitative insights-gathered through surveys and interviews-and quantitative factors such as assets under management (AUM). Advisors selected for Forbes' 2026 Top Women Wealth Advisors Best-in-State ranking must have a minimum of seven years of experience, including at least one year at their current firm.
Candidates are evaluated based on criteria including revenue, production, client retention, and a proprietary "impact" metric that measures the difference advisors make in their clients' financial lives.
About the Forbes | SHOOK 2026 Top Women Wealth Advisors Ranking
The 2026 list represents the tenth annual Forbes ranking dedicated to recognizing the most accomplished women advisors in the United States. Candidates undergo in?person, virtual, and telephone due?diligence reviews, with scoring based on client impact, professional conduct, industry experience, firm nominations, assets under management, and revenue. Investment performance is not a ranking criterion due to differences in client risk profiles and objectives.
2026 Forbes Best-In-State Women Wealth Advisors
The Forbes ranking of Best-In-State Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 06/30/24 to 06/30/25 and was released on 02/04/2026. Research Summary (as of February 2026): 51,403 nominations were received and 2,852 women won. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/ranking. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/list/best-in-state-women-advisors/ for more info.
About Raymond James
Raymond James Financial, Inc. (NYSE: RJF), is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,600 financial advisors. Total client assets are $1.13 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com .
© 2026 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations
View source version on businesswire.com: https://www.businesswire.com/news/home/20260217757981/en/
Media contact: Tara Detanna-Rogers
tara.detannarogers@raymondjames.com
Globalwealthsolutionsgroup.com
FAQ**
How does Lisa Detanna's recognition on the Forbes 2026 list impact the reputation and attractiveness of Raymond James Financial Inc. RJF for potential high-net-worth clients seeking wealth management services?
Given her extensive experience, what unique strategies does Lisa Detanna employ to serve high-net-worth families at Raymond James Financial Inc. RJF, and how do they contribute to client retention?
What role does the Global Wealth Solutions Group at Raymond James Financial Inc. RJF play in enhancing the investment strategies and legacy planning for multigenerational families under Lisa Detanna's guidance?
How does the methodology used by Forbes to evaluate advisors, including the client impact metric, reflect the overall performance and value that clients can expect from services at Raymond James Financial Inc. RJF?
**MWN-AI FAQ is based on asking OpenAI questions about Raymond James Financial Inc. (NYSE: RJF).
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