CoverProfile

Lee Delorenzo

Co-Founder

United Asset Strategies Inc

United States, New York, Garden City

About Me

Lee DeLorenzo, co-founder of United Asset Strategies and United Financial Group, has been ranked and included annually as one of Americas Top 100 Women Financial Advisors by Forbes and Barron’s, and a Top 100 Advisor by the Financial Times, and in 2019 was inducted into the Barron's Advisor Hall of Fame. Lee has contributed to Forbes, the Wall Street Journal, Barron’s, the Financial Times, Fox Business News and Bloomberg Radio. Lee is committed to lifelong learning and holds her Certified Financial Planner®, Certified Private Wealth Advisor®, Accredited Investment Fiduciary®, and licensed life and health insurance licenses and designations.

Profile Information

Co-Founder

United Asset Strategies Inc

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Garden City

New York

United States

Sep 5, 2024

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