How I can help you

By understanding the needs of each client, David develops comprehensive wealth management strategies to achieve clients’ retirement, business, and legacy goals. He is dedicated to providing goal-based investment planning for individuals, businesses, charitable organizations, and foundations that is individually designed for each client and delivered with the highest level of personal service and professional integrity.

What makes me knowledgeable

With two decades of experience, David began his career with years of priceless advice from his family about hard work, commitment, respect, and integrity growing up on a farm in rural South Georgia. Scholarships, hard work, and commitment financed his undergraduate education. David graduated with honors from Georgia Southern University with a Bachelor of Business Administation in finance and was inducted into Beta Gamma Sigma, an honorary society for top undergraduate business students. In 2001, he joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors. While working at Wells Fargo Advisors, David earned a M.B.A. from Georgia Southern University. He graduated with a 4.0 GPA and was inducted into Phi Kappa Phi, an honorary society for top graduate business students. In 2022 and 2023, David was named as one Forbes Best-In-State Wealth Advisors. Additionally, for twelve straight years (2011-2023), he has been recognized as part of the Wells Fargo Advisors Platinum Council, a distinction held by a select group of financial advisors within Wells Fargo Advisors. David uses the same work ethic, creativity, and values, coupled with knowledge and experience, to help his clients create plans for their hopes and dreams through ever-changing and sometimes tumultuous market environments.

Getting to know me

David and his wife Jen live in Richmond Hill, Georgia with their dog Chloe. In their free time, they enjoy exercising, traveling, cooking, and exploring sustainable living concepts.



** The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.


** The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

How I can help you

Barrett offers individuals, families, businesses, and foundations comprehensive investment, retirement, and insurance planning.

What makes me knowledgeable

With more than three decades of financial services experience, Barrett joined Wells Fargo Advisors in 1990. He graduated from the University of North Carolina with a Bachelor of Science in business administration and served in the United States Navy.

Getting to know me

Barrett lives in Savannah, Georgia with his wife of more than fifty years, Pam. As pet lovers, they enjoy pet sitting the “fur babies” of friends and family. Outside of the office, he enjoys boating, fishing, swimming, biking, beach combing, and singing in the choir. Barrett is a longtime member of the Savannah East Rotary, and he participates in many volunteer opportunities the organization supports throughout the community.

How I can help you

As a Financial Consultant, Lucy provides operational support, financial advice, and assistance with investment planning. 

What makes me knowledgeable

Lucy began her career in financial services in 1987. After leaving the business to stay at home with her children for 17 years, she was given the opportunity to reenter the industry in 2014 as a Registered Associate. Lucy spent her unemployed years volunteering in the schools her children were attending and serving on various community boards, including the Golden Isles Hospice Auxiliary, Friends of Coastal Georgia History, St. Simons Land Trust, Fort Frederica Association, St Simons Cotillon, and Friends of Fort Frederica National Monument.  In her role as a Financial Consultant, she is committed to providing the personable and quality service clients of the Clements McGovern team are accustomed to receiving. Lucy has attained Series 7 registration, Series 66 registration, accident and sickness, and variable products licenses to support exceptional advice and investment planning. 

Getting to know me

Lucy and her husband, Michael, enjoy spending time outside so they are commonly on the water, on their bikes, and on a trail in their time away from work. They relish any opportunity they get to spend with their three adult children and one adorable granddaughter, Junie.

How I can help you

Kerri focuses on account administration and advice implementation. She has a keen attention to detail and strives to provide the highest quality client experience our clients have come to expect.

What makes me knowledgeable

With more than 24 years of experience in the financial services industry, Kerri holds her Series 7 and 66 securities registrations, as well as her life, accident & sickness and variable products insurance licenses. Prior to joining Wells Fargo Advisors in 2016, she served as an officer and registered investment associate with SunTrust Investment Services in Savannah, Georgia.

Getting to know me

Kerri spent her childhood in Brunswick, Georgia though she and her husband, Anson, now make Guyton, Georgia their home. The couple have three children and two rescue pups. Kerri enjoys reading, travelling, kayaking, baseball and spending time with friends and family.

How I can help you

As a Senior Registered Client Associate, Carrie focuses primarily on account administration and operations. She strives to provide a “white glove” client experience for every client she serves.

What makes me knowledgeable

With nearly two decades of financial services experience, Carrie joined Wells Fargo Advisors in November 2016. She began her career in the financial services industry with Morgan Stanley in 2004 where she worked with three advisors in a small office in Beaufort, South Carolina. Before leaving Morgan Stanley, she received her Series 7 and Series 66 registrations and supported the top producing advisor in Savannah, Georgia. Carrie’s keen attention to details and extensive administrative experience earned her an Officer designation with Wells Fargo Advisors and makes her a valuable team member.

Getting to know me

Carrie grew up in Northern Virginia and moved to Beaufort, South Carolina in 2002 to be closer to her mother. She moved to Savannah in 2006 due to a professional opportunity and has enjoyed making Savannah her home since then. As an animal lover, Carrie has 10 rescue cats and also feeds many neighborhood felines that find their way to her door.

How I can help you

As a Registered Client Associate, Nathan’s primary focus is on team projects and marketing as well as supporting operational and administrative functions. He provides clients with the exceptional service that has become synonymous with Wells Fargo Advisors.

What makes me knowledgeable

Nathan joined Wells Fargo Advisors in August of 2022. He graduated with honors from Georgia Southern University where he earned a Bachelor of Arts in economics and minored in finance. Since joining the team, Nathan has acquired his Series 7 and Series 66 registrations.

Getting to know me

Nathan is originally from Maine but currently resides in Savannah, Georgia with his long-time partner, Erika, and their cat, Pepper. Outside of the office he enjoys playing golf, attending Savannah Ghost Pirates games, watching professional sports, learning chess, and spending time with Erika and Pepper.