United Asset Strategies, Lee DeLorenzo, Makes Forbes’ Top Women Wealth Advisors

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President of United Asset Strategies, Lee DeLorenzo, CFP®, CPWA®, earns a spot on 2018 Forbes’ Top Women Wealth Advisors list

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Lee DeLorenzo, President of United Asset Strategies, Inc. has been named to this year's Forbes Top Women Wealth Advisors list. Lee was ranked in the top 25% of the list which spotlights 250 standout financial strategists across the country with at least seven years of experience.

To compile this list, Forbes researched, interviewed and assigned a nationwide ranking to each nominee. Criteria included in-person interviews, industry experience, compliance records, client retention in addition to assets under management. The methodology included a ‘focus on quality’ which sought to rank advisors that are providing high quality experiences for clients.

For the complete list and more, please visit https://www.forbes.com/top-women-advisors

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