Lee DeLorenzo Named to Forbes Best-In-State Women Wealth Advisors 2024

United Asset Strategies |

United is pleased to announce that Lee DeLorenzo has been named to Forbes Best-In-State Women Wealth Advisors for 2024, grabbing the #7 spot in New York!

A recent study by Fidelity reports that one of women’s “financial superpowers” is that they are more apt to stay the course during market volatility than men. The eighth annual ranking of Forbes/SHOOK Top Women Wealth Advisors Best-In-State features 1,991 women managing cumulative assets of over $2.8 trillion.

- Forbes.com

Forbes rankings are developed based on an algorithm of qualitative data, via surveys and interviews conducted by phone, in-person and virtually to evaluate best practices including service models, investing models and compliance records. Rankings also evaluate quantitative data, such as revenue trends and assets under management.