Broker Check

Memphis Magazine Honors Summit's David Lee With 2020 Five Star Wealth Manager Award

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. 

*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. 542 Memphis area wealth managers were considered for the award; 42 (8% of candidates) were named 2020 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.