Skip to content
Menu
Home
Our Team
Our Team
Advisor Team
Advisor Team
Lisa Detanna
Gary Handler
Erik Willanger
William Atha
Ariel Bobroff
Wealth Managers
Wealth Managers
Wesley Scott
Joe Horner
Kamo Jurn
Terri Steffner
Mitch Rosich
Support Team
Support Team
Marjan Kamyar
Cathleen Handler
Donah Tavares
Jordan Vasseur
Tara Detanna
Kaleb Goodman
Portfolio Specialists
Portfolio Specialists
Luke Petrarca
Luke Polus
Jeff Soltman
Home Office Associates
Home Office Associates
John Simmons
Andy Waldbaum
Joe Weaver
Bill Geis
Cinnamon Chaney
Ken Grider
Frank McAleer
Adam Nibert
Murphy Bradshaw
Chip Bauder
Lauren Ahern
Bob Burns
Ken Novak
About Raymond James
Larry DiGioia (In Memoriam)
Chris Horner (In Memoriam)
Our Difference
Our Difference
Our Mission and Values
Private Wealth Advisor
Giving Back
Personal Planning Process
Longevity Planning
Preparing Heirs with Money Smarts
Individuals
Individuals
Individuals & Multigenerational Families
Private Wealth
Multi-Family Office
Corporate Executives
Business Owners
Retirees
Pre-Retirees
Institutional
Institutional
Our Process
Corporate Retirement Plans
Nonqualified Plans
Nonprofits & Not-for-Profits
Institutional Consulting
Foundations
Lisas Lessons
Lisas Lessons
News and Events
Financial Literacy
Legacy Learning with Tom James
Winters Vault
Raymond James Resources
Client Access Videos
WorthWhile
Contact Us
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Beverly Hills
9595 Wilshire Blvd.
Ste 801
Beverly Hills, CA 90212-2508
T: 310.285.4500
F: 310.285.4545
TF: 855.608.7543
Map and Directions
Map and Directions
Pasadena
301 N Lake Ave
Ste 1150
Pasadena, CA 91101-4115
T: 213.327.1059
F: 213.327.1030
TF: 877.734.5258
Map and Directions
Map and Directions
PREV
ARTICLE
NEXT
ARTICLE
Ukro Event
02.22.24
//
News and Events
//
Blog Article
Share
Facebook
Twitter
LinkedIn
Email
PREV
ARTICLE
NEXT
ARTICLE