United Asset’s Lee DeLorenzo CFP®, CPWA®,Makes Financial Times’ “Top 100 Women Financial Advisers” in 2014
Garden City, NY (PRWEB) November 20, 2014 -- United Asset’s President, Lee DeLorenzo CFP®, CPWA®, has been named one of the “Top 100 Women Financial Advisers” of 2014 by the Financial Times.
“I attribute my and my firms continued, consistent success to our adherence to our firms mission statement – ‘At United Asset Strategies, our mission is to be a steward to our clients and to each other, ever-mindful of our clients' unique financial goals and risk tolerances. We are committed to client satisfaction and prudent, disciplined daily money management.’ It is an honor to be recognized as one of the Top 100 Women Financial Advisors” said Lee DeLorenzo, CFP®, CPWA®, on her recognition.
Ms. DeLorenzo was also recognized as a 2014 “Top 100 Women Financial Advisors” in the nation by Barrons, and has been featured on Fox Business News, and quoted in the Wall Street Journal.
For more information about Lee DeLorenzo, CFP®, CPWA® and United Asset Strategies, located in Garden City, NY, please call 516-222-0021, or visit http://www.unitedassetstrategies.com.
FT 100 Disclosure:
The 2014 Financial Times Top 100 Women Financial Advisors is an independent listing produced by the Financial Times (November, 2014). The FT 100 is based on data gathered from firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 100.
Lee DeLorenzo, United Asset Strategies Inc, http://www.unitedasset.com, +1 (516) 222-0021, [email protected]
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