Lisa Detanna of Global Wealth Solutions Group of Raymond James

09/01/2026

🎉 Team Member Tuesday 🎉

This week we're excited to spotlight Dakota!

Dakota is known for his can-do attitude, team-first mindset, and commitment to getting the job done. Whether assisting clients or supporting teammates, he's always willing to lend a hand.

When he's not at work, you'll likely find Dakota chasing his next adventure, whether that's riding dirt bikes, exploring underwater while scuba diving, or catching waves while surfing. 🏍️🌊🤿

We're lucky to have Dakota on the team and appreciate everything he does.

👏 Thanks for all you do, Dakota! 👏 https://www.raymondjamesconnect.com/aM3IGg

08/28/2026

Market volatility has remained subdued this summer, but history suggests the calm may not last. Raymond James Chief Investment Officer Larry Adam shares five key catalysts that could challenge the market's recent complacency in the weeks and months ahead.

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08/25/2026

🎉 Team Member Tuesday 🎉

This week we're excited to spotlight Tara!

Tara is approachable, conscientious, and always greets you with a smile. She plays an important role in helping our team maintain a personalized client experience, building trusted relationships and anticipating client needs every step of the way.

Outside of work, Tara enjoys celebrating her Italian heritage through family, food, and travel. Some of her favorite moments are spent gathered around the table with loved ones, making homemade pasta and cookies, sharing family recipes, and carrying on traditions passed down through generations. She also loves traveling throughout Italy, exploring its culture, history, and incredible food while staying connected to her roots.

We're grateful for Tara's positivity, dedication, and the genuine care she brings to our clients and team every day.

👏 Thanks for all you do, Tara! 👏 https://www.raymondjamesconnect.com/ah3_Tt

08/24/2026

For many first-time buyers, preparing for homeownership starts well before house hunting. Find out what to consider as you assess your finances, priorities and readiness for this important purchase:
https://www.raymondjamesconnect.com/afYC89

08/21/2026

Congratulations, Karla and Joe! 💍✨

From all of us at the Global Wealth Solutions Group, Congratulations on your engagement!

Thank you for letting us celebrate this special milestone with you. It was truly a joy to share in your happiness and excitement as you begin this wonderful new chapter together. We wish you both a lifetime filled with love, laughter, cherished memories, and endless happiness.

Cheers to you both and your beautiful future together! 🥂❤️

08/21/2026

Employer-sponsored 401(k)s are a tax-efficient way to save for retirement. Here are seven ways to maximize your contributions:

raymondjames.com

08/21/2026

Rising Treasury yields have investor attention, but they may be creating opportunity rather than signaling a bond market crisis. Raymond James Chief Investment Officer Larry Adam shares his insights in the latest Weekly Headings.

raymondjames.com

08/18/2026

🎉 Team Member Tuesday 🎉

This week we're excited to spotlight Ken!

Ken is passionate about developing innovative investment solutions that help clients achieve their financial goals. Drawing on his extensive experience and strategic approach, he specializes in designing sophisticated investment strategies that help clients navigate complex financial challenges and pursue better outcomes.

Outside of work, Ken enjoys traveling with his wife and daughter, with the Dalmatian Coast of Croatia ranking among his favorite destinations. Whether strolling along the coast or taking in the local culture, he values the opportunity to explore the world with his family by his side.

We're fortunate to have Ken's experience, perspective, and positive influence helping shape our team each day.

👏 Thanks for all you do, Ken! 👏 https://www.raymondjamesconnect.com/anvana

08/14/2026

While European equities have reached record highs, US equities remain the global market leader. Raymond James Chief Investment Officer Larry Adam shares insights on the case for US versus European equities in the latest Weekly Headings.

raymondjames.com

08/11/2026

🎉 Team Member Tuesday 🎉

This week we're excited to spotlight Lexi!

Lexi supports our clients and advisors with account openings, money movement requests, and day-to-day client service needs. Her attention to detail, responsiveness, and commitment to excellent service make her a valuable member of our team.

Outside of work, Lexi loves to travel and explore new destinations, with Greece being her favorite place to visit. As a big Mamma Mia fan, she especially enjoys everything about the Greek island lifestyle. She's also a dedicated dog lover and loves spending time with her furry companions. 🐾❤️

We're grateful for Lexi's dedication, positive attitude, and the care she brings to her work every day.

👏 Thanks for all you do, Lexi! 👏 https://www.raymondjamesconnect.com/adquXy