An experienced Southern California wealth manager, Lisa Detanna holds responsibilities as senior vice president of investments at Raymond James in Beverly Hills. Lisa Detanna provides individualized service to clients, emphasizing the importance of maintaining a big-picture perspective and sticking with plans through inevitable market fluctuations.

Previously, in a similar position with Morgan Stanley, Ms. Detanna pioneered a strategy of independent and conflict-free financial planning. She has a particular depth of knowledge in estate- and gift-planning strategies designed to achieve clients’ philanthropic goals while fulfilling tax-planning objectives. Focused on ensuring the viability of estates from one generation to the next, she coordinates closely with multi-family offices.

Passionate about education, Lisa Detanna has worked with the band Gooding to host music concerts that speak to teens in an accessible language. She is also coauthor of Treasures in the Winter Vault, a children’s book with core messages of managing money, giving back, and doing the right thing.

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