Lisa Detanna of Global Wealth Solutions Group of Raymond James

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Lisa Detanna of Global Wealth Solutions Group of Raymond James

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Lisa Detanna is a Financial Advisor with Global Wealth Solutions Group of Raymond James. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC.

Helping individuals, families and institutions make confident financial decisions through comprehensive planning, disciplined investment management, and personalized wealth strategies. Lisa partners with successful individuals, families, and business owners to develop customized financial strategies designed to preserve, grow, and transfer wealth efficiently. Lisa believes effective wealth management begins with understanding each client's unique goals, values, and circumstances. By integrating investment management, retirement income planning, risk management, estate considerations, and cash-flow strategies, Lisa helps clients navigate life's financial decisions with confidence. Whether preparing for retirement, managing a business transition, planning for future generations, or seeking to simplify financial complexity, clients benefit from a disciplined and personalized approach focused on long-term financial well-being. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm

11/03/2026

🎉 Team Member Tuesday 🎉

This week we're excited to spotlight Wesley!

Wes believes in delivering a concierge wealth planning experience, helping clients pursue their financial goals with accountability, thoughtfulness, and a client-first approach. In addition to helping with the banking and lending solutions efforts, he works closely with business owners to support retirement plans and fiduciary responsibilities while providing customized guidance every step of the way. As one of the team's primary client-facing advisors, Wes plays a key role in building and maintaining client relationships, leading meetings, and helping keep the many moving parts of the practice running smoothly.

Outside of work, Wes enjoys staying active through hockey and golf and spending quality time with his wife, Melissa, and their children, Claire and Reid. 🏒⛳❤️ Whether he's on the ice, on the golf course, or making memories with family, he values the relationships and experiences that matter most.

We're thankful for Wes's leadership, dedication, and commitment to helping clients achieve their goals.

👏 Thanks for all you do, Wes! 👏

10/31/2026

Happy Halloween!

10/30/2026

With the midterm elections approaching, potential power shifts could influence the policy landscape. Raymond James Chief Investment Officer Larry Adam examines what the election outcomes could mean for the economy and financial markets.

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10/30/2026

For over 30 years, the Raymond James Women's Symposium has empowered women, supported their goals and helped transform the industry. Join us to build on that tradition Nov. 11-13 in Tampa, Florida.

10/27/2026

🎉 Team Member Tuesday 🎉

This week we're excited to spotlight Marjan!

With more than 30 years of experience in the financial industry, Marjan is a trusted resource for both our clients and advisor team. She supports a wide range of operational and administrative needs, helps coordinate with clients' professional advisors, and keeps Lisa's schedule, priorities, and countless moving parts running seamlessly.

Outside of work, Marjan enjoys hiking, reading, traveling, and practicing meditation and yoga. Originally from Iran and now a longtime Los Angeles resident, she values opportunities to explore new places, embrace different cultures, and maintain a balanced lifestyle. Marjan is also passionate about giving back and supporting causes that make a meaningful impact. She actively supports organizations such as HIAS and Childhelp, reflecting her commitment to helping others and strengthening the communities around her. ❤️

We're grateful for Marjan's experience, kindness, and the dedication she brings to our team every day.

👏 Thanks for all you do, Marjan! 👏

10/23/2026

Several key events could shape the market outlook in the weeks ahead. Raymond James Chief Investment Officer Larry Adam examines potential catalysts for financial markets, including a Federal Reserve meeting, technology earnings and the midterm elections.

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10/21/2026

Whether you're enrolling for the first time or updating your coverage, use this guide to work through the process and ensure your plan fits your needs.

raymondjames.com

10/20/2026

🎉 Team Member Tuesday 🎉

This week we're excited to spotlight Ghalib!

Ghalib helps clients navigate important financial decisions through comprehensive planning and personalized guidance. His day-to-day work involves financial planning, asset and liability management, retirement and estate planning, education planning, and collaborating with clients' trusted professionals, including CPAs and attorneys. He also specializes in corporate and executive financial services, including 401(k) plans, corporate cash management, and employee retention strategies.

Outside of the office, Ghalib enjoys traveling and spending time with his family. Whether he's discovering a new destination or enjoying a friendly match on the tennis court, he values experiences that bring people together. ✈️🎾

👏 Thanks for all you do, Ghalib! 👏

10/16/2026

Third-quarter earnings season will test whether corporate results can support the broader economy's strength. In the latest Weekly Headings, Raymond James Chief Investment Officer Larry Adam shares five key questions investors should watch earnings season.

raymondjames.com

10/16/2026

We are honored to share that the Global Wealth Solutions Group of Raymond James, led by Lisa Detanna, has been recognized as the #1 team at Raymond James.

This achievement is a testament to the collaborative efforts of an exceptional team dedicated to delivering thoughtful advice, personalized service, and meaningful outcomes for our clients.

We are proud of what we have accomplished together and deeply appreciative of the clients, colleagues, and partners who make this success possible.

Thank you for your continued trust and support.
We look forward to serving you for many years
to come.

Address

9595 Wilshire Boulevard #801
Beverly Hills, CA
90212

Website

http://www.raymondjames.com/globalwealthsolutionsgroup/

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