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Lisa Detanna Named to Forbes/SHOOK Top Wealth Advisors Ranking

1. Lisa Detanna from Raymond James is recognized in Forbes' America's Top Wealth Advisors. 2. This accolade may enhance RJF's brand and client trust in its services.

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Why Bullish?

Recognition in Forbes supports intangible assets like brand value, which can lead to client acquisition. Historically, similar recognitions have positively impacted market perception and stock prices for financial services firms.

How important is it?

High-profile accolades enhance brand reputation, potentially driving new business and investor confidence. While significant, the overall impact is moderate for stock price.

Why Long Term?

Brand recognition may improve client trust and retention over time, influencing revenues and profitability long-term. This effect often outlasts immediate market reactions to such news.

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BEVERLY HILLS, Calif.--(BUSINESS WIRE)--Lisa Detanna, Managing Director and Private Wealth Advisor of Global Wealth Solutions Group of Raymond James, located at 9595 Wilshire Blvd., Suite 801, Beverly Hills, CA 90212, has been honored in Forbes 2025 America's List of America's Top Wealth Advisors. SHOOK Research, in collaboration with Forbes, released the list on April 8th, recognizing wealth advisors who meet the established selection criteria. Forbes, in collaboration with SHOOK Research, eva.

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