LOS ANGELES--(BUSINESS WIRE)--Mar 3, 2014--Lisa Detanna, managing director and senior vice president, Investments at Raymond James & Associates, Inc. is pleased to announce the March 17th opening of the new Raymond James Global Wealth Solutions Group office in Beverly Hills, Calif.
Raymond James Global Wealth Solutions Group, Beverly Hills Team From left: Lisa Detanna, Tim Kang, Erik Willanger, Chris Horner, Wesley Scott, Brian Kim and Courtney Kershaw (Photo: Business Wire)
“We are so proud to plant a flag in Beverly Hills, which is one of the Garden Spots of the World,” said Detanna, who will helm the new Beverly Hills office. “It is wonderful to come back home to work after being a long time resident and working in the city for over 20 years.”
Detanna is a Rotary member, past President of the Beverly Hills Chamber of Commerce and past head of the City’s Economic Development Council.
“As Raymond James looks to deliver on our objective of establishing a number of new offices in the western part of the country, Beverly Hills was at the top of the list,” said Tash Elwyn, President of Raymond James & Associates Private Client Group. “We are delighted to have such a proven talent as Lisa Detanna representing our expansion.”
Detanna looks forward to the community getting to know Raymond James and the value the firm places on putting clients’ interests first: offering non-biased advice in investments, lending, estate planning and protection of assets through insurance.
“The value Raymond James places on independent thinking, object advice and individual solutions permeates the firm’s culture, promoting an environment where personal choice is held as a fundamental building block of business success,” stated Detanna. “We pride ourselves on serving families and individuals and creating solutions to meet our clients’ financial needs.”
She stresses that Raymond James advisors sit on the same side of the table as their clients, striving to be reasonable in costs while providing value and service. In addition, she noted that the firm serves clients in the not-for-profit, charitable foundations and 401(k) pension arena and has the ability to help institutions create a solid process to effectively manage these perpetual entities in an ever-changing regulatory world.
“We view the charities that our clients care about as an extension of the family,” added Detanna, “and we have created a process that manages a client’s wealth in the same manner as if they were an institution.” Raymond James has won many accolades in the past few years and has delivered 104 consecutive quarters of profitability and 28 years of continuously paying dividends to shareholders due to the firm’s conservative nature and superior management which puts clients’ interests first and values integrity above all else.*
If you wish to contact Lisa Detanna to learn more about Raymond James or to discuss your current accounts, she can be contacted at 888-900-1311 or Lisa.Detanna@RaymondJames.com. Raymond James’ Beverly Hills office is located at 9595 Wilshire Blvd, Suite 300, and will open on March 17, 2014.
*This is provided for information purposes only and is not a solicitation to purchase shares of Raymond James Financial. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or a loss. Dividends are not guaranteed.
About Raymond James Financial, Inc.
Raymond James Financial, Inc. (NYSE:RJF) is a leading diversified holding company providing private client group, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities. Its three principal wholly owned broker-dealers, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, Raymond James Financial Services, Inc., member FINRA/SIPC and Raymond James Ltd., have approximately 6,200 financial advisors serving in excess of 2.5 million accounts in more than 2,500 locations throughout the United States, Canada and overseas. Total client assets are approximately $441 billion. Public since 1983, the firm has been listed on the New York Stock Exchange since 1986 under the symbol RJF. Additional information is available at www.raymondjames.com.
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CONTACT: Raymond James & Associates
Courtney Kershaw, 213-327-1041
KEYWORD: UNITED STATES NORTH AMERICA CALIFORNIA
INDUSTRY KEYWORD: PROFESSIONAL SERVICES BANKING CONSULTING FINANCE INSURANCE
SOURCE: Raymond James & Associates
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PUB: 03/03/2014 08:00 AM/DISC: 03/03/2014 08:00 AM
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