GARDEN CITY, N.Y., June 7 /PRNewswire/ -- Lee DeLorenzo, President of United Asset Strategies, Inc., an independent wealth management firm, has been named as one of the Top 100 Women Financial Advisors in the United States, according to Barron's, a leading investment publication.
"Our mission is to be a steward to clients; ever mindful of their unique financial goals and risk tolerances," DeLorenzo said. "Our proactive strategies helped us to become part of this elite group which, in light of the volatile market conditions, was no easy task." Lee shares this honor with her team of outstanding professionals who work tirelessly to contribute to the success of United Asset Strategies, Inc. (www.unitedasset.com) Lee DeLorenzo resides on Long Island, New York with her husband and three children.
About United Asset Strategies, Inc.
United Asset Strategies, Inc. provides financial services to individuals, families, corporations, pensions and trusts. United Asset Strategies, Inc. employs a team approach with respect to active portfolio management and utilizes both internal and third party research resources. We are committed to customer service satisfaction and prudent disciplined daily money management.
Barron's compiled the rankings in conjunction with R.J. Shook, founder of The Winner's Circle an independent organization that advocates best practices and ethical standards for financial advisors as well as the benefits of advice to investors. Nominations to the list were evaluated against numerous qualitative and quantitative criteria including revenues, levels of experience, record of compliance with regulatory bodies, and personal interviews.
SOURCE United Asset Strategies, Inc.