Lee DeLorenzo
Co-founder
For over 40 years, United's Co-Founder Lee DeLorenzo served as a steward to her clients and staff, remaining fiercely independent and guided by the belief that stewardship is a cornerstone of a successful practice and an exceptional client experience.
Now as a member of United’s Board of Directors, Lee continues to help ensure that United remains fiercely independent and a trusted steward for all clients.
During her tenure as President, Lee was recognized as one of America’s Top 100 Women Financial Advisors by Forbes and was inducted into the Barron’s Advisor Hall of Fame in 2019. Throughout her career, Lee has contributed to Forbes, The Wall Street Journal, Barron’s, The Financial Times, Fox Business News, and Bloomberg Radio.