Lisa Detanna Ranked #1 in California on Forbes’ Top Women Wealth Advisors Best-in-State

Lisa Detanna, Managing Director and Private Wealth Advisor of the Global Wealth Solutions Group at Raymond James, located at 9595 Wilshire Blvd., Suite 801, Beverly Hills, CA 90212, has been ranked #1 on the Forbes 2026 “Top Women Wealth Advisors Best‑In‑State” list for California, according to the latest rankings released by Forbes in partnership with SHOOK Research.

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This Best‑In‑State recognition highlights women advisors who demonstrate exceptional leadership, deep client impact, and mastery in serving sophisticated high‑net‑worth and multigenerational families. Forbes’ 2026 ranking, based on interviews, client retention data, industry experience, and assets under management, distinguishes advisors who deliver some of the highest standards of care in the wealth management profession.

“I am incredibly honored by this recognition,” said Detanna. “Serving California’s families, many of whom I’ve worked with across multiple generations, is a privilege I never take for granted. Our mission is to simplify the complexities of wealth and help families communicate, plan, and thrive with clarity and purpose.”

With more than 30 years of experience, Detanna leads a team that provides comprehensive family office support, including wealth strategy, entity coordination, investment management, legacy planning, financial education, and cross‑generational guidance. Her approach emphasizes deep personal understanding, open communication, and long‑term partnership with client families.

“We are incredibly proud to see Lisa and her team recognized as the #1 Top Women Wealth Advisor in the state,” said John Simmons, Senior Vice President, Regional Director, Western Division RJA. “Her leadership, authenticity, and singular dedication to serving families truly set her apart."

Join us in congratulating Lisa and the Global Wealth Solutions Group of Raymond James team on this prestigious award.

For more information or to reach Lisa Detanna and the Global Wealth Solutions Group:

• 310‑285‑4506
• https://www.globalwealthsolutionsgroup.com/
• LinkedIn
• https://www.youtube.com/@LisaDetanna

The ranking is determined using an algorithm that evaluates both qualitative insights-gathered through surveys and interviews-and quantitative factors such as assets under management (AUM). Advisors selected for Forbes' 2026 Top Women Wealth Advisors Best-in-State ranking must have a minimum of seven years of experience, including at least one year at their current firm.