Lisa Detanna brings 20 years of experience at the top levels of financial planning, wealth and investment management, and estate and gift planning to her work with multigenerational high-net-worth clients. Since 2011, she has served as a managing director and senior vice president in charge of investments at Raymond James & Associates in Beverly Hills, California. In addition to her direct work with clients, Lisa Detanna has received extensive media attention for her accomplishments in the world of finance and her philanthropy.
One of her most recent recognitions came in April 2021, when her donations amid the COVID-19 pandemic, along with those of her company, contributed to Feeding America and other nonprofit organizations focused on providing food and basic supplies to communities in need. Raymond James donated a total of $2.3 million to COVID-related causes.
The company directed its donations toward medical care programs and general relief projects in the United States and abroad. Its careful planning of the donations at the start of the pandemic specified that a portion would be held in reserve to continue to assist in the future.
Feeding America estimates that 1 in every 8 people -- and 1 in every 6 children -- in the US could experience food insecurity over the course of 2021. It will take time before food supplies for the most vulnerable begin to stabilize. Meanwhile, the glaring racial and socioeconomic disparities in food security before the pandemic have only been exacerbated. Numerous families at risk of food insecurity before COVID have experienced even greater hardships since the pandemic struck.
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