• About Lisa Detanna

    A graduate of the University of California, Los Angeles, Lisa Detanna earned her bachelor's degree in psychology and business. After graduating from Pepperdine University with an MBA in business, she launched her career in finance with the Capital Markets Group at Drexel Burnham Lambert. Subsequently, Lisa Detanna rose to her first executive position with Imperial Capital, where she served as senior vice president for over eight years.

    In 1998, Md. Detanna accepted a position as senior vice president at Morgan Stanley Smith Barney. There, she worked in private wealth management, developing her skills in areas ranging from banking and lending to estate and trust review. She then worked briefly with Wedbush Investment Management before joining Raymond James, where she has served as the senior vice president of investments and managing director since 2011.

    Alongside her career, Lisa Detanna enjoys gardening, restoring properties in Palm Desert, practicing yoga, and raising her pet 33-year-old tortoises. She also places high value on time spent with her family.

  • Education 

    Pepperdine University

    MBA (1990-1992)

    Finance

    University of California, Los Angeles

    BA (1979-1985)

    Business with an Emphasis in Psychology
  • Professional Experience

    Raymond James

    Dec 2011-Present

    Senior VP, Investments. Managing Director

    Wedbush Securities

    Feb 2011-Dec 2011

    Financial Advisor

    Morgan Stanley

    Aug 1998-Feb 2011

    Senior Vice President, Investments
  • Contact

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  • The Blog

    Although planning a decade or two can be difficult, the best estate plans look at wealth issues multi-generationally. Generational wealth begins when one family member accumulates enough wealth to pass down to the next generation. In turn, the children leverage the handed down wealth and create...
    Recognized as one of Barron's Top 100 Women Financial Advisors in America for 2021, Lisa Detanna serves as a managing director and senior vice president of investments at Raymond James. She specializes in financial planning and investment advice, as well as multifamily office and multi...
    As the managing director and senior vice president of investments at Raymond James, Lisa Detanna provides clients with a wide range of financial services, including financial planning, tax planning, insurance planning, and multi-family office services. In addition, Lisa Detanna co-wrote a...