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.

Featured Content: Latest Article and Market Commentaries

Year-End Financial Planning Start 2015 on the right foot with these year-end planning tips.

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Last Updated: 12/22/14

This communication strictly intended for individuals residing in the states of AL, AR, CA, FL, GA, IL, KS, KY, LA, MA, MS, NC, NM, OK, OR, RI, SC, TN, TX, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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