https://padlet.com/lisadetanna/about Named by Barron’s as a Top Advisor for the past five years, Lisa Detanna serves as managing director and senior vice president of investments at Raymond James in Beverly Hills, California. In this position, Lisa Detanna helps affluent clients create investment plans to safeguard and grow their assets. Before joining Raymond James, Ms. Detanna served as a financial advisor at the Los Angeles-based financial services firm of Wedbush Securities. She also possesses eight years of experience as a senior vice president at Morgan Stanley, where she served on the Chairman’s Council for four years. She holds Series 63, 65, and 7 securities licenses and is an Accredited Investment Fiduciary AIF®. In her free time, Lisa Detanna has multiple hobbies. She enjoys property renovation and recently completed a project in Palm Desert, California. She also keeps a garden, stays physically fit by practicing yoga, and cares for two desert tortoises that are more than 30 years old. en-us 2020-12-12 03:58:35 UTC 2024-01-03 05:31:16 UTC hello@padlet.com lisadetanna https://padlet.com/lisadetanna/about/wish/2798900862 2023-11-22 05:10:08 UTC https://padlet.com/lisadetanna/about/wish/2798900862 lisadetanna https://padlet.com/lisadetanna/about/wish/2808648563 2023-11-30 07:35:17 UTC https://padlet.com/lisadetanna/about/wish/2808648563 lisadetanna https://padlet.com/lisadetanna/about/wish/2822085096 2023-12-12 06:59:06 UTC https://padlet.com/lisadetanna/about/wish/2822085096