Raymond James’ Corporate

Lisa Detanna has devoted a decade to her work with Raymond James & Associates’ Beverly Hills, California, office as managing director and senior vice president for investments. She offers her clients the benefit of more than 20 years’ experience in estate and financial planning, wealth management, and planned charitable giving. In addition to her professional work, Lisa Detanna is a philanthropist herself, and has made personal contributions supporting Raymond James’ generous gifts to a variety of medical and social-service organizations during the COVID-19 pandemic.

In total, the firm has given more than $2.3 million to COVID relief efforts across the United States, Canada, and the United Kingdom. Those contributions have helped mitigate some of the pain of serious illness, job loss, and poverty.

Feeding America is among the organizations that most benefited from the Raymond James group’s generosity. This nonprofit continues to help provide nourishing food to the estimated 1 in 8 Americans experiencing food insecurity.

The organization has estimated that more than 50 million people in the U.S. alone could become food insecure as a result of the pandemic. And, as detailed in reports from the World Bank and other international and national organizations, food insecurity has multiplied to affect almost every country on Earth.

the Crucial Task of Feeding America

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.

 

Raymond James’ COVID Relief Supports

A managing director and senior vice president overseeing investments in the Beverly Hills offices of Raymond James & Associates, Inc., Lisa Detanna work with clients and organizations to help them strategize wealth management, investments, estate planning, and philanthropic giving. Her three decades of experience in financial planning include work in senior positions with Citi Smith Barney and Morgan Stanley. Lisa Detanna is also passionate about educating children, teens, and adults of all ages on financial and investment topics and philanthropic giving.

Raymond James & Associates was a leader in charitable contributions to support COVID-19 relief during the earliest days of the pandemic, which had cost the United States approximately 20 million jobs by the spring of 2020. The firm contributed more than $2.3 million to COVID-19 relief efforts, focusing on the national nonprofit food distribution organization Feeding America. Raymond James also emphasized helping local communities, specifically those in which it does business.

As chairman and chief executive officer Paul Reilly noted, Raymond James’ commitment to the cities and towns where its team members live and work is “unwavering.” This is particularly true during the pandemic, in which many people, through no fault of their own, have found it impossible to meet even their most basic needs.

In its pandemic work with local communities, Raymond James has elected to focus on healthcare organizations' contributions and those providing essential services. These include Grady Health Foundation and Atlanta’s largest safety-net healthcare facility, Grady Memorial Hospital; St. Anthony’s Hospital Foundation; the St. Petersburg Free Clinic in Florida; and some two dozen other providers.

PEF Supports Teachers through Grant

Outside of her role as senior vice president and managing director of investments at Raymond James, Lisa Detanna contributes her time to community organizations. One of the organizations that Lisa Detanna is involved with is the Peninsula Education Foundation (PEF) in Palos Verdes, California.

PEF was established in the late 1970s when budgets toward physical education, music, and other learning programs were reduced. Forty years later, the PEF has grown to become one of the country's oldest and respected foundations. Providing support for the Palos Verdes Peninsula Unified School District, the PEF carries out several activities, including classroom teachers' grant money toward classroom support.

The Chuck Miller Teacher Grant provides teachers with a maximum of $1,500, a resource that can provide special experiences and new learning opportunities, which gives teachers the chance to introduce a multitude of ideas into the classroom. Teachers can submit a minimum of two applications a year, totaling $1,500. Former Rancho Vista elementary school teacher and former president of PEF, Chuck Miller, donated significantly to this fund toward supporting teachers in the classroom.