After 30 years of operating as an independent financial services firm, David Lee Financial merged with Summit Wealth Group in the summer of 2015, making Memphis the newest Summit Wealth Group location.
The Memphis office is headed by David Lee. Drawing on a varied background including income tax experience as well as financial planning and investment experience, David focuses on helping individuals and families address the decisions that arise when they are experiencing transitions in life, and on managing their financial resources in a comprehensive, systematic manner.
David regularly works with people considering retirement from FedEx, Memphis-area medical centers, and other Mid-South employers. He can help you consider your options and make sound decisions based on your particular circumstances.
Along with the Summit Wealth Group team, David manages his clients' portfolios using Nobel-Prize-winning Modern Portfolio Theory to help clients achieve their desired retirement income goals and other financial objectives.
Give us a call to schedule a get-acquainted meeting. Our objective is for you to leave the meeting with increased clarity regarding your own situation and the options available to you.
Our Memphis branch is located at: 5050 Poplar Ave, Suite 1522 Memphis, TN 38157