How Beverly Hills advisor became Forbes’ No.1 in California

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Lisa Detanna, Managing Director and Private Wealth Advisor at Raymond James’ Global Wealth Solutions Group, has been ranked #1 on Forbes’ 2026 “Top Women Wealth Advisors Best‑In‑State” list for California. This recognition highlights her exceptional leadership, client impact, and expertise in serving high-net-worth families, based on criteria like client retention, industry experience, and assets under management. Detanna, with over 30 years of experience, leads a team providing comprehensive family office support, emphasizing a deep understanding and long-term partnership with her clients.

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