Lisa Detanna

Voted one of the Top 100 Women Financial Advisors of 2010 by Barron’s, Lisa Detanna started her career at the Beverly Hills office of Drexel Burnham Lambert in 1989. Working as an assistant, Ms. Detanna put in a lot of effort to learn everything she could about the financial industry. From there, Ms. Detanna joined investment firm Dabney/Resnick Inc. in 1990. At the same time, Lisa Detanna enrolled at the Pepperdine University Graziadio School of Business and Management. She received a Master of Business Administration in 1992.

Lisa Detanna continued in her position at Dabney/Resnick for nine years, during which she joined the Financial Planning Association. Attending the University of California, Los Angeles, Ms. Detanna also received her Personal Financial Planning Certificate and soon afterwards took a position with the Beverly Hills Morgan Stanley office.

In 2001, Lisa Detanna moved into the job of Senior Vice President of Investments at Smith Barney. In this position, Ms. Detanna worked as the financial advisor to clients and businesses with high net worth. She also advised pension plans and money management firms, gaining valuable experience and insight into institutional investing. During her twelve years with the firm, which is now known as Morgan Stanley Smith Barney, Ms. Detanna served as a Senior Investment Management Consultant and Senior Vice President of Wealth Management.

Joining Raymond James in February 2011, Lisa Detanna now fills the position of Senior Vice President of Investments for their Los Angeles Private Client Services office. In this position, she offers her training and expertise to serve each client’s investment and financial needs. Whatever a client’s long-term or short-term financial goals, Lisa Detanna maps out a personalized approach in areas such as estate and retirement planning, stocks, bonds, and annuities.

Lisa Detanna enjoys involvement in her community and is former president of the Beverly Hills Chamber of Commerce. She enjoys biking and practicing yoga and currently resides in Los Angeles, California.