Lisa Detanna Ranked #1 on Forbes 2026 List of Top Women Wealth Advisors in California
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 17 2026
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Should l Buy RJF?
Source: Newsfilter
- Industry Recognition: Lisa Detanna has been ranked #1 on Forbes' 2026 list of Top Women Wealth Advisors in California, reflecting her exceptional leadership and client impact in wealth management, which further solidifies Raymond James' market position in serving high-net-worth clients.
- Extensive Experience: With over 30 years in the industry, Detanna leads a team that provides comprehensive family office support, including wealth strategy, investment management, and cross-generational guidance, ensuring clients navigate complex wealth management with clarity and purpose.
- Selection Criteria: Forbes' ranking is based on multiple metrics, including client retention data, industry experience, and assets under management, ensuring that selected advisors meet high standards of professional capability and client service quality, enhancing Detanna and her team's industry reputation.
- Company Support: Senior executives at Raymond James express pride in Detanna's achievements, emphasizing her leadership and dedication to families, which further enhances the company's brand image and client trust in the wealth management sector.
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Analyst Views on RJF
Wall Street analysts forecast RJF stock price to rise
9 Analyst Rating
2 Buy
7 Hold
0 Sell
Hold
Current: 153.080
Low
176.00
Averages
184.00
High
196.00
Current: 153.080
Low
176.00
Averages
184.00
High
196.00
About RJF
Raymond James Financial, Inc. is a diversified financial services company that provides services to individuals, corporations and municipalities. The Company's segments include Private Client Group (PCG), Capital Markets, Asset Management, Bank and Other. PCG segment provides financial planning, investment advisory, and securities transaction services to clients through financial advisors. Capital Markets segment conducts investment banking, institutional sales, securities trading, equity research, and the syndication and management of investments in low-income housing funds and funds of a similar nature. Asset Management segment provides asset management, portfolio management and related administrative services to retail and institutional clients. Bank segment includes Raymond James Bank, a Florida-chartered state member bank, and TriState Capital Bank, a Pennsylvania-chartered state member bank. Other segment includes corporate cash balances and its private equity investments.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Uncertain Business Outlook: While the company may retain a portion of the contract, the Pentagon's reopening of bids has introduced uncertainty for investors, with the BADGER project considered its largest program of record, posing challenges for future growth.
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