Lisa Detanna

Los Angeles, CA United States

Senior Vice President of Investments

Finance / Banking / Insurance

Lisa Detanna is one of the USA’s leading wealth management advisors, providing expert advice to a diverse range of affluent individuals and families for more than two decades. Her impressive portfolio of services include: • Family office services • Family governance • Risk management services • Tax planning • Philanthropy • Estate and gift planning • Insurance planning • Investment management • Personal financial planning Lisa currently heads up investments at the prestigious Raymond James Wealth Advisory Group and her extensive experience includes senior vice president positions at Drexel Burnham, Imperial Capital, Morgan Stanley, Citi Smith Barney and Wedbush