Lisa Detanna

Lisa Detanna Management and preservation of your wealth.

Market volatility has remained subdued this summer, but history suggests the calm may not last. Raymond James Chief Inve...
08/28/2026

Market volatility has remained subdued this summer, but history suggests the calm may not last. Raymond James Chief Investment Officer Larry Adam shares five key catalysts that could challenge the market's recent complacency in the weeks and months ahead.

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For many first-time buyers, preparing for homeownership starts well before house hunting. Find out what to consider as y...
08/24/2026

For many first-time buyers, preparing for homeownership starts well before house hunting. Find out what to consider as you assess your finances, priorities and readiness for this important purchase:
https://www.raymondjamesconnect.com/ffYC89

Congratulations, Karla and Joe! πŸ’βœ¨ From all of us at the Global Wealth Solutions Group, Congratulations on your engageme...
08/21/2026

Congratulations, Karla and Joe! πŸ’βœ¨

From all of us at the Global Wealth Solutions Group, Congratulations on your engagement!

Thank you for letting us celebrate this special milestone with you. It was truly a joy to share in your happiness and excitement as you begin this wonderful new chapter together. We wish you both a lifetime filled with love, laughter, cherished memories, and endless happiness.

Cheers to you both and your beautiful future together! πŸ₯‚❀️

Employer-sponsored 401(k)s are a tax-efficient way to save for retirement. Here are seven ways to maximize your contribu...
08/21/2026

Employer-sponsored 401(k)s are a tax-efficient way to save for retirement. Here are seven ways to maximize your contributions:

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Rising Treasury yields have investor attention, but they may be creating opportunity rather than signaling a bond market...
08/21/2026

Rising Treasury yields have investor attention, but they may be creating opportunity rather than signaling a bond market crisis. Raymond James Chief Investment Officer Larry Adam shares his insights in the latest Weekly Headings.

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πŸŽ‰ Team Member Tuesday πŸŽ‰This week we're excited to spotlight Ken!Ken is passionate about developing innovative investment...
08/18/2026

πŸŽ‰ Team Member Tuesday πŸŽ‰

This week we're excited to spotlight Ken!

Ken is passionate about developing innovative investment solutions that help clients achieve their financial goals. Drawing on his extensive experience and strategic approach, he specializes in designing sophisticated investment strategies that help clients navigate complex financial challenges and pursue better outcomes.

Outside of work, Ken enjoys traveling with his wife and daughter, with the Dalmatian Coast of Croatia ranking among his favorite destinations. Whether strolling along the coast or taking in the local culture, he values the opportunity to explore the world with his family by his side.

We're fortunate to have Ken's experience, perspective, and positive influence helping shape our team each day.

πŸ‘ Thanks for all you do, Ken! πŸ‘ https://www.raymondjamesconnect.com/fnvana

While European equities have reached record highs, US equities remain the global market leader. Raymond James Chief Inve...
08/14/2026

While European equities have reached record highs, US equities remain the global market leader. Raymond James Chief Investment Officer Larry Adam shares insights on the case for US versus European equities in the latest Weekly Headings.

raymondjames.com

πŸŽ‰ Team Member Tuesday πŸŽ‰This week we're excited to spotlight Lexi!Lexi supports our clients and advisors with account ope...
08/11/2026

πŸŽ‰ Team Member Tuesday πŸŽ‰

This week we're excited to spotlight Lexi!

Lexi supports our clients and advisors with account openings, money movement requests, and day-to-day client service needs. Her attention to detail, responsiveness, and commitment to excellent service make her a valuable member of our team.

Outside of work, Lexi loves to travel and explore new destinations, with Greece being her favorite place to visit. As a big Mamma Mia fan, she especially enjoys everything about the Greek island lifestyle. She's also a dedicated dog lover and loves spending time with her furry companions. 🐾❀️

We're grateful for Lexi's dedication, positive attitude, and the care she brings to her work every day.

πŸ‘ Thanks for all you do, Lexi! πŸ‘ https://www.raymondjamesconnect.com/fdquXy

πŸΆπŸ’™ Happy National Spoil Your Dog Day to Franki, the mascot of our Raymond James Beverly Hills office!Franki keeps spirit...
08/10/2026

πŸΆπŸ’™ Happy National Spoil Your Dog Day to Franki, the mascot of our Raymond James Beverly Hills office!

Franki keeps spirits high, welcomes clients with enthusiasm, and reminds us all of the power of a wagging tail and unconditional happiness and love.

Today we're celebrating our favorite four-legged team member with plenty of extra treats and well-deserved love.

Thanks for making every day brighter, Franki! 🦴✨

The S&P 500 reached its 25th record high of the year as corporate earnings remain exceptionally strong. Raymond James Ch...
08/07/2026

The S&P 500 reached its 25th record high of the year as corporate earnings remain exceptionally strong. Raymond James Chief Investment Officer Larry Adam examines key takeaways from second quarter earnings season so far:

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Beverly Hills, CA
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