Lee DeLorenzo began her financial service career in 1979 and is President of United Asset Strategies, a registered investment advisory firm and United Financial Group, a registered broker-dealer. Lee is a general principal, financial operations officer, registered representative, certified financial planner ®, qualified pension administrator and a licensed life and health insurance professional. \r\n Lee’s company doubled the assets under management in the two years following 2008 downturn and has grown another 30% since 2010.\r\n Lee is ranked as one of America’s Top 100 Women Financial Advisors by Barron’s in 2010 and 2011 and named as one of Long Island’s Top 50 Women in Business in 2011. She has been a contributor to Bloomberg News and Wall$treetWeek. \r\n
Like what you see? Make sure you're getting it all
Tax Pro Today is the leading information resource for tax preparers and tax professionals – serving the community of practitioners who provide tax preparation, planning and consulting services to individuals and small businesses.