United Asset Strategies, Lee DeLorenzo, Makes Forbes’ Top Women Wealth Advisors
President of United Asset Strategies, Lee DeLorenzo, CFP®, CPWA®, earns a spot on 2018 Forbes’ Top Women Wealth Advisors list
GARDEN CITY, N.Y. (PRWEB) May 11, 2018
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
For the original version on PRWeb visit: http://www.prweb.com/releases/2018/05/prweb15479440.htm
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