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.
2019 Five Star Wealth Manager Award, created by Five Star Professional. Presented in 10/2019 based on data gathered within 12 months preceding the issue date. 544 advisors were considered, 54 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.