Wei Lee Email & Phone Number

With over 10 years experience in the investment advisory industry, I have developed strong research and analytical skills as well as a passion for options. At UASI, I am part of the equity strategy team with a specialty in options strategies. I have introduced and implemented different options strategies that cater to our client’s needs and helped build dividend-oriented and growth-oriented equity models.At United Asset Strategies, we are a steward to our clients and ever mindful of their unique financial goals and needs. We develop, implement and monitor sophisticated money management strategies, retirement, and estate planning in order to allow our clients to focus on what matters most to them and their families. We are committed to customer satisfaction and prudent disciplined daily money management.

Listed skills include Microsoft Office, Financial Analysis, Equity Research, Options Strategies, and 3 others.

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  Portfolio Manager

  United Asset Strategies, Inc.

  Nov 2011 - Present - Garden City, Ny

  We work hard to make your assets grow, even harder to preserve them. We advance active investment management to another level with our disciplined sell and buy strategies, always putting our clients first. We are a fee-based registered investment advisory firm founded in 1992.

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  Stony Brook University