LISA L. STELLA, CFP® AIF® NAMED TO FORBES’ LIST OF BEST-IN-STATE WOMEN WEALTH ADVISORS
March 10, 2025 FOR IMMEDIATE RELEASE
LISA L. STELLA, CFP® AIF® NAMED TO FORBES’ LIST OF BEST-IN-STATE WOMEN WEALTH ADVISORS
Bloomfield, MI – Lisa L. Stella located at 39400 Woodward Ave, Suite 150 was among the Raymond James-affiliated advisors named to the Forbes list of Top Women Wealth Advisors Best-in-State. The list, which recognizes women advisors from national, regional and independent firms, was released online February 11, 2025.
The 2025 Forbes ranking of Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. This ranking is based upon the period from 9/30/23 to 9/30/24 and was released on 02/11/2025.
Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,220 nominations, 2,436 women received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Compensation is provided for using the rating.
Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit Forbes for more info.
To reach Lisa L. Stella, more information can be found at www.lisastella.com or by calling 248-430-1313.
About Forbes Top Women Wealth Advisors Best-in-State
The Forbes ranking of Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/23 to 9/30/24 and was released on 02/11/2025. Research Summary (as of February 2025): 48,220 nominations were received and 2,436 women won. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit Forbes for more info.
About Raymond James
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.56 trillion as of Dec. 31, 2024. Additional information is available at raymondjames.com.
Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
© 2025 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Raymond James is a registered trademark of Raymond James Financial, Inc.
The Forbes ranking of Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/23 to 9/30/24 and was released on 02/11/2025. Research Summary (as of February 2025): 48,220 nominations were received and 2,436 women won. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit Forbes for more info.
About Raymond James
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.56 trillion as of Dec. 31, 2024. Additional information is available at raymondjames.com.
Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
© 2025 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Raymond James is a registered trademark of Raymond James Financial, Inc.
Raymond James
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Lisa Stella Vice President, Investments
- March 10, 2025
- (248) 430-1313
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