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.
Lee Delorenzo
Co-Founder
United Asset Strategies Inc
United States, New York, Garden City
About Me
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
More profiles to browse
Andy Selfors
Director, Portfolio Management & Fixed Income Trading
WL
Wei Lee
Director, Portfolio Management & Equity Research
Matthew DeLorenzo
Chief Executive Officer and Chief Investment Officer
Andrew Lee
Investment & Data Specialist
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
PM
Prtima MISHRA1
Software Engineer
PA TEST
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BH
Bob Helmer
President Emeritus
Baldwin Wallace University