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.
2020 Five Star Wealth Manager Award, created by Five Star Professional. Presented in 10/2020 based on data gathered within 12 months preceding the issue date. 542 advisors were considered, 42 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.