Celebrating a Legacy of Excellence in Wealth Management

  • Lisa Detanna inducted into Barron’s Financial Advisors Hall of Fame.
  • Detanna has over 30 years of experience in financial services.
  • She specializes in family offices, estate planning, and financial education.
  • Detanna has been recognized in multiple Barron’s top advisor lists for 2024.
  • Her client-first approach has made her a mentor in the industry.

In a prestigious announcement from Beverly Hills, Barron’s Group has officially inducted Lisa Detanna, Managing Director of the Global Wealth Solutions Group at Raymond James, into its Financial Advisors Hall of Fame. This honor recognizes a select group of advisors who have demonstrated exceptional long-term success and unwavering commitment to their clients. With a remarkable career spanning over 30 years in the financial services industry, Detanna has become a trusted advisor for family offices, multigenerational families, and high-net-worth clients. Her passion lies in understanding what clients value most, and she works diligently to navigate complex family discussions surrounding inheritance, estate planning, and financial education, aiming to foster harmony and clarity. Andrew Waldbaum, Complex Manager in Beverly Hills, praised Detanna’s dedication, stating, ‘Lisa’s inclusion in Barron’s Hall of Fame is no surprise to those who have witnessed her commitment to providing top-tier client service and advice.’ Detanna is among the 195 advisors honored in the Hall of Fame, all of whom have appeared in Barron’s annual Top 100 Advisor rankings for over a decade, a remarkable achievement that highlights their commitment to excellence. Wesley Scott, a Financial Advisor, noted, ‘Lisa has been a mentor and role model to me for over 15 years. Her guidance has been crucial for both our clients and my growth as a wealth management professional.’ In 2024, Detanna was also recognized on Barron’s lists of Top 100 Financial Advisors, Top 100 Women Financial Advisors, and Top 1,200 Financial Advisors. Expressing her gratitude, Detanna stated, ‘I’m humbled to be included among such distinguished financial advisors. This honor reflects the hard work of my team, who have supported our clients throughout their financial journeys.’ Detanna leads the Global Wealth Solutions Group at Raymond James, which manages over $2.851 billion in client assets. She holds the Private Wealth Advisor designation, awarded to advisors who excel in meeting the complex financial needs of high-net-worth individuals and families. The Barron’s Hall of Fame award, announced on May 10, 2024, serves as a beacon of excellence in the financial advisory industry, showcasing the dedication and success of its members.·

Factuality Level: 8
Factuality Justification: The article provides factual information about Lisa Detanna’s induction into Barron’s Financial Advisors Hall of Fame, her career achievements, and the criteria for the rankings. However, it contains some promotional language and quotes that may introduce a slight bias, but overall, it maintains a focus on factual reporting.·
Noise Level: 3
Noise Justification: The article primarily serves as a press release announcing an award, lacking critical analysis or exploration of broader implications. It contains some relevant information about the advisor’s achievements but does not provide actionable insights or hold powerful entities accountable.·
Public Companies: Raymond James (RJF)
Key People: Lisa Detanna (Managing Director, Global Wealth Solutions Group), Andrew Waldbaum (Complex Manager), Wesley Scott (Financial Advisor)

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Financial Relevance: Yes
Financial Markets Impacted: Yes
Financial Rating Justification: The article discusses Lisa Detanna’s induction into Barron’s Financial Advisors Hall of Fame, which is directly related to the financial services industry. It highlights her role at Raymond James and the significance of the awards she has received, which pertain to the performance and reputation of financial advisors. The impact on financial markets is indicated by the mention of client assets under management at Raymond James, which reflects the firm’s standing in the financial sector.·
Presence Of Extreme Event: No
Nature Of Extreme Event: No
Impact Rating Of The Extreme Event: No
Extreme Rating Justification: The article discusses the induction of Lisa Detanna into Barron’s Financial Advisors Hall of Fame, which is a recognition of her career achievements, and does not mention any extreme event.·
Move Size: No market move size mentioned.
Sector: All
Direction: Up
Magnitude: Medium
Affected Instruments: Stocks

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