Based in Southern California for three decades, Lisa Detanna maintains senior investment management responsibilities with Raymond James. Working closely with affluent individuals and families, Lisa Detanna provides coordinated solutions that span tax and gift planning, risk management, and family governance. She takes a close look at the businesses clients maintain, and seeks out tax-efficient strategies for wealth expansion.

One of Ms. Detanna's core philosophies is that charities, not-for-profits, and foundations serve as extensions of client families and should be an integral part of the estate planning process. She mentors young heirs and beneficiaries on best practices when it comes to long-term estate survival and growth. She has authored numerous articles on financial topics over the years and given interviews to media outlets including ABC and CNBC.

An active presence in her local community, Ms. Detanna has served as president of the Beverly Hills Chamber of Commerce. She has also served on the boards of the Maple Counseling Center and Westside Family Health Center. Lisa Detanna’s volunteer activities extend to holding delegate status with the International Women’s Leadership Association.