Broker Check


Memphis, TN Financial Advisor, Financial Planner, Wealth Management, Retirement planning,

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.

Memphis Team

Prior to joining Summit Wealth Group in July of 2015, David owned and operated David Lee Financial, a wealth management practice in Memphis, Tennessee that he began in 1985. With the merger to Summit Wealth Group, David Lee Financial...

Read more

Jamie joined Summit Wealth group recently after working as a financial advisor at a regional firm over the last decade. His career in the logistics field prior to joining the financial world opened up the opportunity for him to teach...

Read more

Sharon Lee

Director of First Impressions


Sharon is the Director of First Impressions for the Memphis, Tennessee office. Sharon worked for David Lee Financial in Memphis since 1997. With the merger to Summit Wealth Group in July of 2015, David Lee Financial changed its name to...

Read more

Tanya joined Summit Wealth Group in February of 2017, as Financial Assistant for the Memphis, TN office. She attended Jackson College of Ministries in Jackson, MS. Tanya began her work career with John Hancock Financial and eventually...

Read more

Contact us

Our Memphis branch is located at: 5050 Poplar Ave, Suite 1522 Memphis, TN 38157

P) 901-683-6113

F) 901-683-6223