Memphis, Tennessee Branch

After 30 years of operating as an independent financial services firm, David Lee Financial merged with Summit Wealth Group in 2015, making Memphis the newest Summit Wealth Group location.

Our Memphis office is led by David Lee. David’s expertise draws on a versatile background of experience with income tax planning, financial planning, and investment management. David focuses on helping individuals and families address the decisions that arise when they experience transitions in life and on managing their financial resources in a comprehensive, systematic manner.

Jamie Cochran, CFP®, Financial Advisor, also serves clients out of our Memphis location. Jamie works closely with David and the Summit team to offer services such as comprehensive financial planning, investment allocation, retirement planning and cash flow strategies for individuals, families, and business owners.

David and Jamie regularly work with people considering retirement from FedEx, Memphis-area medical centers, and other employers in the area. Along with the Summit Wealth Group team, David and Jamie manage their client's portfolios using the Nobel Prize-winning Modern Portfolio Theory to help clients achieve their desired retirement income goals and other financial objectives.

Advisor Spotlight

<b>David Lee, CFP®, CIMA® | </b>Vice President

David Lee, CFP®, CIMA® | Vice President

David merged his practice, David Lee Financial, with Summit Wealth Group in 2015 to expand his reach in serving clients in and around the Greater Memphis area. David specializes in customized financial planning and investment management for individuals, families, and business owners. He enjoys all components of financial planning but specifically loves working with individuals at or nearing retirement.

David has many clients who are employed by major Memphis-based corporations such as FedEx and International Paper. Knowing the intricacies of retirement plans provided by these companies allows David to provide a specialized approach to planning opportunities specific to his clients.

Learn more about David

<b>Jamie Cochran, CFP® | </b>Financial Advisor

Jamie Cochran, CFP® | Financial Advisor

Jamie Cochran is a Memphis native who joined Summit in 2018, and whose industry experience expands well over a decade. Jamie works with individuals and business owners alike and specializes in serving those in the medical and dental community. He loves meeting with folks approaching retirement and designing customized plans to help them achieve the lifestyle they envision for retirement.

Jamie holds the CFP® certification, which is one of the industry's most coveted designations. It means Jamie has not only passed rigorous professional and educational requirements, but he also upholds high standards of excellence, integrity, and professionalism in all of his client relationships.

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<b>Michael Shelton | </b>Financial Advisor

Michael Shelton | Financial Advisor

Michael joined Summit Wealth Group after working as a financial advisor at a regional planning firm.

Michael is a problem solver. His clients come from all walks of life, but what they have in common is that they often face complex opportunities and challenges. Michael specializes in finding ways to craft custom solutions to these issues so his clients can experience ultimate confidence in their decision-making.

Michael's focus on helping clients navigate their financial roadmaps through comprehensive financial planning and personalized guidance sets Michael apart. Michael and his team can help you find peace through clarity and help you to make sound financial decisions, whether you’re preparing for retirement or just getting started.

Learn more about Michael