Lisa Detanna Ranked #1 California Women Wealth Advisor by Forbes 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy RJF?
Source: Businesswire
- Industry Recognition: Lisa Detanna has been ranked as the #1 Women Wealth Advisor in California by Forbes 2026, reflecting her exceptional leadership and deep client impact in serving high-net-worth individuals, thereby solidifying her reputation in the wealth management sector.
- Client Impact: The ranking is based on metrics such as client retention, industry experience, and assets under management, showcasing Detanna's ability to simplify the complexities of wealth management for families, which enhances client trust and loyalty.
- Team Leadership: With over 30 years of industry experience, Detanna leads a team that provides comprehensive family office support, including wealth strategy, investment management, and cross-generational guidance, ensuring long-term success in wealth transfer for clients.
- Enhanced Company Reputation: The recognition of Detanna by Raymond James not only elevates the firm's brand image but also attracts more high-net-worth clients, further driving business growth and market competitiveness.
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Analyst Views on RJF
Wall Street analysts forecast RJF stock price to rise
9 Analyst Rating
2 Buy
7 Hold
0 Sell
Hold
Current: 158.680
Low
176.00
Averages
184.00
High
196.00
Current: 158.680
Low
176.00
Averages
184.00
High
196.00
About RJF
Raymond James Financial, Inc. is a diversified financial services company that provides services to individuals, corporations and municipalities. The Company's segments include Private Client Group (PCG), Capital Markets, Asset Management, Bank and Other. PCG segment provides financial planning, investment advisory, and securities transaction services to clients through financial advisors. Capital Markets segment conducts investment banking, institutional sales, securities trading, equity research, and the syndication and management of investments in low-income housing funds and funds of a similar nature. Asset Management segment provides asset management, portfolio management and related administrative services to retail and institutional clients. Bank segment includes Raymond James Bank, a Florida-chartered state member bank, and TriState Capital Bank, a Pennsylvania-chartered state member bank. Other segment includes corporate cash balances and its private equity investments.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Founder Involvement: Tom Cicchini, the founder of Beacon Wealth Strategies, will join First Northern Advisors during the transition period until his planned retirement on June 30, 2026, ensuring continuity of client relationships and service, thereby reinforcing client trust.
- Client Account Management: Post-acquisition, clients of Beacon Wealth Strategies will continue to have their accounts managed through Raymond James, which not only ensures service stability but also provides clients with access to comprehensive investment resources, enhancing their investment experience.
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- Industry Recognition: Lisa Detanna has been ranked as the #1 Women Wealth Advisor in California by Forbes 2026, reflecting her exceptional leadership and deep client impact in serving high-net-worth individuals, thereby solidifying her reputation in the wealth management sector.
- Client Impact: The ranking is based on metrics such as client retention, industry experience, and assets under management, showcasing Detanna's ability to simplify the complexities of wealth management for families, which enhances client trust and loyalty.
- Team Leadership: With over 30 years of industry experience, Detanna leads a team that provides comprehensive family office support, including wealth strategy, investment management, and cross-generational guidance, ensuring long-term success in wealth transfer for clients.
- Enhanced Company Reputation: The recognition of Detanna by Raymond James not only elevates the firm's brand image but also attracts more high-net-worth clients, further driving business growth and market competitiveness.
See More
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- Extensive Experience: With over 30 years in the industry, Detanna leads a team that provides comprehensive family office support, including wealth strategy, investment management, and cross-generational guidance, ensuring clients navigate complex wealth management with clarity and purpose.
- Selection Criteria: Forbes' ranking is based on multiple metrics, including client retention data, industry experience, and assets under management, ensuring that selected advisors meet high standards of professional capability and client service quality, enhancing Detanna and her team's industry reputation.
- Company Support: Senior executives at Raymond James express pride in Detanna's achievements, emphasizing her leadership and dedication to families, which further enhances the company's brand image and client trust in the wealth management sector.
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- Extensive Experience: Joining Raymond James in 2011, Detanna brings over 30 years of financial services experience, overseeing wealth strategies for approximately 800 families, focusing on long-term planning and financial literacy to ensure wealth transfer across generations.
- Asset Management Scale: Her team manages $4.4 billion in assets, aligning sophisticated investment solutions with the real-world goals and values of the families they serve, enhancing the wealth management experience and further solidifying the company's market position.
- Industry Recognition: The ranking is based on rigorous quantitative and qualitative metrics, including client retention and compliance records, demonstrating Detanna's influence in the wealth management industry and her positive contributions to clients' financial lives.
See More
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- Client Management: Detanna's team manages $4.4 billion in assets for approximately 800 families, focusing on long-term planning and financial literacy, which underscores her significant role in multi-generational wealth transfer and enhances client trust and loyalty.
- Professional Experience: Since joining Raymond James in 2011, Detanna has amassed over 30 years of financial services experience, leveraging her extensive industry background and expertise to elevate service quality and client satisfaction within her team.
- Team Culture: The management at Raymond James has praised Detanna's leadership, emphasizing her role as a role model within the team, inspiring members to deliver exceptional service and driving a client-centric culture within the firm.
See More
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- Acquisition Announcement: First Northern Advisors, a division of First Northern Bank, has announced the acquisition of independent financial advisory firm Beacon Wealth Strategies, which will enhance its wealth management platform and increase assets under management, ensuring personalized wealth management services for clients.
- Founder Involvement: Tom Cicchini, the founder of Beacon Wealth Strategies, will join First Northern Advisors during the transition period until his planned retirement on June 30, 2026, ensuring continuity of client relationships and service, thereby reinforcing client trust.
- Client Account Management: Post-acquisition, clients of Beacon Wealth Strategies will continue to have their accounts managed through Raymond James, which not only ensures service stability but also provides clients with access to comprehensive investment resources, enhancing their investment experience.
- Strategic Commitment: This acquisition underscores First Northern Bank's ongoing commitment to expanding its wealth management services while maintaining a high level of personal service and long-standing client relationships, further solidifying its competitive position in the market.
See More
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- Industry Recognition: Lisa Detanna has been ranked as the #1 Women Wealth Advisor in California by Forbes 2026, reflecting her exceptional leadership and deep client impact in serving high-net-worth individuals, thereby solidifying her reputation in the wealth management sector.
- Client Impact: The ranking is based on metrics such as client retention, industry experience, and assets under management, showcasing Detanna's ability to simplify the complexities of wealth management for families, which enhances client trust and loyalty.
- Team Leadership: With over 30 years of industry experience, Detanna leads a team that provides comprehensive family office support, including wealth strategy, investment management, and cross-generational guidance, ensuring long-term success in wealth transfer for clients.
- Enhanced Company Reputation: The recognition of Detanna by Raymond James not only elevates the firm's brand image but also attracts more high-net-worth clients, further driving business growth and market competitiveness.
See More
Lisa Detanna Ranked #1 on Forbes 2026 List of Top Women Wealth Advisors in California
- Industry Recognition: Lisa Detanna has been ranked #1 on Forbes' 2026 list of Top Women Wealth Advisors in California, reflecting her exceptional leadership and client impact in wealth management, which further solidifies Raymond James' market position in serving high-net-worth clients.
- Extensive Experience: With over 30 years in the industry, Detanna leads a team that provides comprehensive family office support, including wealth strategy, investment management, and cross-generational guidance, ensuring clients navigate complex wealth management with clarity and purpose.
- Selection Criteria: Forbes' ranking is based on multiple metrics, including client retention data, industry experience, and assets under management, ensuring that selected advisors meet high standards of professional capability and client service quality, enhancing Detanna and her team's industry reputation.
- Company Support: Senior executives at Raymond James express pride in Detanna's achievements, emphasizing her leadership and dedication to families, which further enhances the company's brand image and client trust in the wealth management sector.
See More
Lisa Detanna Recognized Again on Forbes Top Women Wealth Advisors List
- Recognition Again: Lisa Detanna has been honored once more on the Forbes 2026 list of America's Top Women Wealth Advisors, highlighting her outstanding leadership and client impact in wealth management, reflecting her team's commitment to integrity and professionalism in client service.
- Extensive Experience: Joining Raymond James in 2011, Detanna brings over 30 years of financial services experience, overseeing wealth strategies for approximately 800 families, focusing on long-term planning and financial literacy to ensure wealth transfer across generations.
- Asset Management Scale: Her team manages $4.4 billion in assets, aligning sophisticated investment solutions with the real-world goals and values of the families they serve, enhancing the wealth management experience and further solidifying the company's market position.
- Industry Recognition: The ranking is based on rigorous quantitative and qualitative metrics, including client retention and compliance records, demonstrating Detanna's influence in the wealth management industry and her positive contributions to clients' financial lives.
See More
Lisa Detanna Recognized in Forbes 2026 List of America's Top Women Wealth Advisors
- Industry Recognition: Lisa Detanna has been honored again on the 2026 Forbes list of America's Top Women Wealth Advisors, highlighting her exceptional leadership and client impact in wealth management, which further solidifies Raymond James' reputation in serving high-net-worth clients.
- Client Management: Detanna's team manages $4.4 billion in assets for approximately 800 families, focusing on long-term planning and financial literacy, which underscores her significant role in multi-generational wealth transfer and enhances client trust and loyalty.
- Professional Experience: Since joining Raymond James in 2011, Detanna has amassed over 30 years of financial services experience, leveraging her extensive industry background and expertise to elevate service quality and client satisfaction within her team.
- Team Culture: The management at Raymond James has praised Detanna's leadership, emphasizing her role as a role model within the team, inspiring members to deliver exceptional service and driving a client-centric culture within the firm.
See More
AI Trade Sentiment Reverses, Four Major Industries Hit Hard
- Software Sector Hit: The iShares Tech-Expanded Software Sector ETF (NYSE:IGV) has plummeted nearly 20% year-to-date, making it the worst-performing industry, as fears mount that AI tools could disintermediate traditional software providers, causing forward P/E ratios for application software to drop from 35.3 to 23.7 and systems software from 35.5 to 23.3, reflecting market concerns over future earnings durability.
- Brokerage Pressure: Investment banks and brokerage firms are under pressure following the rollout of AI tools by fintech firm Altruist, with forward P/E ratios declining from 24.7 to 15.9, as the market fears that AI could replace traditional advisors in the future, leading to long-term margin compression.
- Insurance Broker Anxiety: Insurance brokers are facing disruption due to the integration of AI-driven tools, with the S&P Insurance Brokers industry index down 4% year-to-date; while the insurance sector remains relationship-driven, there are concerns that AI could erode commissions, impacting brokers' income stability.
- Asset Management Damage: Alternative asset managers are indirectly affected by significant exposure to private software companies, with many large firms down double digits year-to-date, as declining public software valuations raise concerns about their private portfolios, shrinking exit opportunities.
See More
