Memphis, TN (Nov 13, 2019)—Summit Wealth Group, a multi-state independent financial advisory and wealth management firm, is pleased to announce Financial Advisor and Managing Partner David Lee, CFP®, CIMA® has received the 2019 Five Star Wealth Manager Award. This was published in the November issue of Memphis Magazine.
The Five Star Wealth Manager Award is considered one of the largest and most widely published award programs in the country. Candidates were selected based on market-specific research and criteria including assets under management, client retention rate, credentials, tenure in the industry, along with a thorough review to ensure the candidate is in good standing with regulatory agencies. Out of the 544 Memphis-area wealth managers who were considered for the award, just 54 (10%) made the list.
“To say I’m humbled and honored to be recognized among some of the most reputable professionals in the industry, is an understatement.” said Lee. “This award is significant to me for a number of reasons, but mostly because it is a testament to the wonderful relationships I’ve been fortunate to have built with my clients. Their trust and confidence in me, along with the incredible effort my team produces daily, is what makes this award so special to me.”
David joined Summit Wealth Group in 2015 after merging his longtime Memphis-based practice, David Lee Financial, in order to have access to the resources provided by Summit and position his practice for growth. In this short time, David’s branch has seen significant growth, having recently brought on additional staff including Jamie Cochran, CFP®, who practices alongside David as a Financial Advisor for Memphis clients.
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 544 Memphis area wealth managers were considered for the award; 54 (10 percent of candidates) were named 2019 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.