Prior to joining Summit Wealth Group in July of 2015, David owned and operated David Lee Financial, a wealth management practice that he began in 1985.
David received his bachelor’s degree from Florida State University. After professional studies through the College for Financial Planning in Denver, Colorado, he obtained the CERTIFIED FINANCIAL PLANNERTM certification. David later added the Certified Investment Management AnalystSM designation, administered by the Investment Management Consultants AssociationSM taught in conjunction with The Wharton School, University of Pennsylvania. He is a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC). David holds the FINRA Series 7 and 63 securities registrations and also life, health and long term care insurance licenses.
David and his wife Sharon have two children and one grandchild, who are all Memphis residents. David and Sharon are long-time members of Calvary Episcopal Church in Memphis. David is active with the Community Foundation of Greater Memphis, including serving on the Grants & Initiatives Committee for the past ten years. David has coached youth soccer for over ten years, and now enjoys coaching his granddaughter’s team. He’s also a musician – he studied at the Boston Conservatory of Music, and currently plays with a Memphis blues band.
David Lee has been selected by Memphis Magazine as a Five Star Wealth Manager* every year from 2013 to 2020. He was also recognized as a Vista Club-level advisor for 2019—a distinction based on annual production which ranks him as one of Commonwealth Financial Network’s most successful advisors.
*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 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.