Memphis Magazine Lists Summit Wealth Group's David Lee as 2020 5 Star Wealth Manager

Memphis, TN (Sept 22, 2020)—Summit Wealth Group is proud to announce Financial Advisor and Managing Partner, David Lee, CFP^®  as a recipient of the 2020 Five Star Wealth Manager Award in Memphis.

David Lee has received this award each of the past 9 years. The Five Star Wealth Management Award is one of the most widely recognized and reputable programs in the country. Candidates are 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.

“To receive this award again in 2020 is a great honor to me. I am blessed to not only have some of the most loyal and outstanding clients, but also a team of individuals who share in my conviction of prioritizing exceptional service to our clients. For that, I am very grateful." said David Lee. 

David joined Summit Wealth Group in 2015 after merging his longtime Memphis-based practice, David Lee Financial, with Summit Wealth Group. David manages the Memphis branch office of Summit Wealth Group located off Poplar avenue on the east side of Memphis.