Raymond James & Associates is set to open a new office in Beverly Hills, California, on 17 March 2014.
The new Raymond James Global Wealth Solutions Group will be led by Lisa Detanna, managing director and senior vice president of investments at Raymond James & Associates.
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In his new role, Detanna will be responsible for offering non-biased advice in investments, lending, estate planning and protection of assets through insurance.
Tash Elwyn, president of Raymond James & Associates Private Client Group, said: "As Raymond James looks to deliver on our objective of establishing a number of new offices in the western part of the country, Beverly Hills was at the top of the list."
Detanna said that the firm will serve the clients in not-for-profit, charitable foundations and 401(k) pension arena and has the ability to assist institutions create a solid process to manage these perpetual entities.
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