United Asset Strategies, Inc.'s Lee DeLorenzo named one of the Top 100 Women Financial Advisors in the U.S.
GARDEN CITY, N.Y., June 27, 2012 /PRNewswire/ -- President of United Asset Strategies, Inc., Lee DeLorenzo has been named one of the Top 100 Women Financial Advisors in the United States for the third consecutive year by Barron's, a leading investment publication.
"Our proactive strategies and commitment to excellence helped us to maintain our standing among this exclusive group of Advisors," DeLorenzo said. "The resurgence of a volatile market environment is something you can count on for the short term and preparing both your clients and portfolios for this is a necessity."
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. is an independent wealth management firm which provides financial services to individuals, families, corporations, pensions and trusts. We employ a team approach with respect to active portfolio management and utilize both internal and third party research resources. Our team is 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.
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