Lisa Detanna of Global Wealth Solutions Group of Raymond James

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Lisa Detanna of Global Wealth Solutions Group of Raymond James 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

Several key events could shape the market outlook in the weeks ahead. Raymond James Chief Investment Officer Larry Adam ...
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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Whether you're enrolling for the first time or updating your coverage, use this guide to work through the process and en...
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

πŸŽ‰ Team Member Tuesday πŸŽ‰This week we're excited to spotlight Ghalib!Ghalib helps clients navigate important financial dec...
10/20/2026

πŸŽ‰ Team Member Tuesday πŸŽ‰

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. ✈️🎾

πŸ‘ Thanks for all you do, Ghalib! πŸ‘

Third-quarter earnings season will test whether corporate results can support the broader economy's strength. In the lat...
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.

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We are honored to share that the Global Wealth Solutions Group of Raymond James, led by Lisa Detanna, has been recognize...
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.

πŸŽ‰ Team Member Tuesday πŸŽ‰ This week we're excited to spotlight Erik! As an International Wealth Advisor, Erik partners wit...
10/13/2026

πŸŽ‰ Team Member Tuesday πŸŽ‰

This week we're excited to spotlight Erik!

As an International Wealth Advisor, Erik partners with high-net-worth individuals and families to help navigate the complexities of wealth management. He brings experience in institutional consulting, corporate retirement plans, options strategies, lending, and equity and bond trading. Erik enjoys building long-term relationships and developing personalized strategies that help clients work toward their financial goals.

Outside of the office, Erik enjoys staying active on the golf course and the beach volleyball court. A lifelong Seahawks fan, some of his favorite memories are cheering on the team with his boys, including attending the Super Bowl together. Whether it's football season, family adventures, or time spent outdoors, Erik enjoys making the most of every opportunity to create lasting memories with his kids and dogs. πŸˆπŸŒοΈβ€β™‚οΈπŸπŸΎ

Erik's dedication to his clients, depth of knowledge, and team-first mindset make him an invaluable part of our team.

πŸ‘ Thank you for all you do, Erik! πŸ‘

On World Mental Health Day, a reminder that taking care of your wellbeing matters.
10/10/2026

On World Mental Health Day, a reminder that taking care of your wellbeing matters.

As the S&P 500 bull market enters its fifth year, Raymond James Chief Investment Officer Larry Adam examines how the cur...
10/09/2026

As the S&P 500 bull market enters its fifth year, Raymond James Chief Investment Officer Larry Adam examines how the current cycle compares with history and whether the rally still has room to run.

raymondjames.com

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9595 Wilshire Boulevard #300
Beverly Hills, CA
90212

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