David Lee, CFP®, CIMA®  
Beyond the Money

David Lee helps you use your money to pursue life-long goals — so you can focus on those things that really matter in your life!  For more than 25 years, David has helped a select group of clients make sound financial decisions. He has earned a solid reputation for providing reliable, consistent service to individuals and families in Memphis and throughout the country.

Investing in You

As a CERTIFIED FINANCIAL PLANNERTM practitioner and Certified Investment Management AnalystSM professional, David manages your wealth for long-term financial independence, diversifying your portfolio to help protect and preserve your assets. An experienced tax planner, David is exceptionally qualified to integrate tax-reduction strategies into your retirement planning—helping you keep more of your money to invest in your future.

David's affiliation with Commonwealth Financial Network® provides access to a team of research, technology, and customer support specialists that allows David to keep his focus on what's important - you and your financial goals.  Commonwealth Financial Network has been named Broker/Dealer of the Year* by Investment Advisor Magazine an unprecedented 10 times

*Commonwealth was named the top broker/dealer in its division in 1991, 1992, 1994, 1996, 1997, 1998, 1999, 2001, 2002, and 2005. This is based on financial advisors rating their own broker/dealers for service.

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Rental Car Insurance: Are You Covered? If you're renting a car this summer, reviewing the various insurance options ahead of time can help you keep costs down.

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Last Updated: 07/28/14


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