How I can help you

By understanding the needs of each client, David develops comprehensive wealth management strategies to help 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 Administration 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. For the fourth straight year (2022-2025), David was named as one Forbes Best-In-State Wealth Advisors*. Additionally, for the thirteenth straight year (2013-2025), 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.

How I can help you

Barrett works with individuals, families, businesses, and foundations to provide comprehensive support in investment, retirement, and insurance planning. His approach is rooted in long-term relationships and a commitment to helping clients, new and old, pursue their financial goals with clarity and confidence.

What makes me knowledgeable

Barrett has been with Wells Fargo Advisors since 1990 and brings over 35 years of experience in the financial services industry. He earned a Bachelor of Science in Business Administration from the University of North Carolina and previously served in the United States Navy, graduating from Naval Electronics School. His depth of experience and disciplined approach allow him to help guide clients through a wide range of financial decisions.

Getting to know me

Barrett lives in Savannah, Georgia with his wife of more than fifty years, Pam. Barrett and Pam cherish spending time with their family, especially their five grandchildren, enjoying outdoor activities such as boating, fishing, swimming, biking, and beachcombing. He is an active member of the Savannah East Rotary and regularly participates in volunteer initiatives that support the local community.

How I can help you

Neil works with individuals, families, businesses, and institutions to help build, manage, and preserve wealth. By developing personalized relationships with each client, he provides tailored guidance designed to support retirement, business, and legacy planning goals.

What makes me knowledgeable

Neil brings over 30 years of experience in the financial services industry. He earned a Bachelor of Arts in Liberal Arts and Sciences from Armstrong State University and has spent his career helping clients navigate a wide range of market conditions. His approach focuses on building balanced portfolios that align with each client’s unique financial objectives.

Getting to know me

Neil and his wife, Patti, live in Savannah with their dog, Mr. Buddy. Outside of the office, Neil enjoys playing golf and spending time with his children and grandchildren.

How I can help you

As a Financial Consultant, Lucy supports clients with operational needs, financial guidance, and investment planning. She is dedicated to building lasting relationships and providing thoughtful, attentive service tailored to each client’s goals.

What makes me knowledgeable

Lucy began her career in financial services in 1987. After stepping away from the industry to raise her children, she returned in 2014 as a Registered Client Associate and now serves as a Financial Consultant. She holds FINRA Series 7 and Series 66 registrations, as well as accident & sickness and variable products insurance licenses. Lucy has also earned the Accredited Wealth Management Advisor℠ (AWMA®) certification, demonstrating her commitment to expanding her wealth planning knowledge and serving clients with care and professionalism. During her time away from the industry, she remained active in her community, volunteering in local schools and serving on 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.

Getting to know me

Lucy and her husband, Michael, enjoy spending time outdoors—whether on the water, biking, or exploring trails. They especially cherish time with their three adult children and two grandchildren.

How I can help you

By intimately understanding the goals of each client, Kerri helps provide thoughtful and proactive support in account administration and advice implementation, helping ensure that client needs are met with accuracy and care. Her experience and attention to detail make her a valuable resource for both clients and team members.

What makes me knowledgeable

With more than 27 years of experience in the financial services industry, Kerri brings a wealth of knowledge and insight to her role. She holds FINRA Series 7 and Series 66 securities registrations, along with 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. In 2025, Kerri earned recognition from Wells Fargo Advisors as a Platinum Council Excellence Client Associate, reflecting her dedication to client service and professional standards.

Getting to know me

Kerri spent her childhood in Brunswick, Georgia and now resides in Guyton with her husband, Anson. They have three children and two rescue dogs. Outside of work, Kerri enjoys reading, traveling, being on the water, and spending time with friends and family.

How I can help you

Carrie brings deep operational expertise to her role as a Senior Registered Client Associate, where she focuses on account administration and day-to-day client support. She is committed to delivering a smooth and attentive experience for every client interaction.

What makes me knowledgeable

Carrie began her career in financial services in 2004 at Morgan Stanley, where she worked closely with three advisors in Beaufort, South Carolina. She later supported the top-producing advisor in Savannah, Georgia and earned her FINRA Series 7 and Series 66 registrations. In November of 2016, she joined Wells Fargo Advisors, bringing with her a strong foundation in client service and operations. Carrie also holds life, accident & sickness, and variable products insurance licenses. Her attention to detail and administrative experience earned her the Assistant Vice President title and make her an essential part of the team.

Getting to know me

Originally from Northern Virginia, Carrie moved to Beaufort, South Carolina in 2002 to be closer to her mother, and later relocated to Savannah in 2006 for a professional opportunity. She has enjoyed making Savannah her home ever since. A devoted cat enthusiast, Carrie shares her home with eight rescue cats and regularly cares for neighborhood felines that find their way to her door.

How I can help you

As a Registered Client Associate, Nathan supports the team with wealth plan maintenance, investment strategy, marketing, and client operations. He also holds the CERTIFIED FINANCIAL PLANNER® certification, which allows him to contribute to the planning process and help ensure that client strategies remain aligned with their long-term objectives.

What makes me knowledgeable

Nathan joined Wells Fargo Advisors in August of 2022. He graduated with honors from Georgia Southern University, earning a Bachelor of Business Administration in economics with a minor in finance. Since joining the team, he has obtained his FINRA Series 7 and Series 66 registrations. In August of 2025, Nathan became a CERTIFIED FINANCIAL PLANNER® professional after investing significant time and effort into completing the CFP Board’s certification process.

Getting to know me

Originally from Maine, Nathan now lives in Richmond Hill, Georgia with his wife, Erika, and their cat, Pepper. He enjoys playing golf, cheering on the Savannah Ghost Pirates, and following his favorite professional sports teams. Nathan also loves exploring new restaurants and spending quality time with Erika and Pepper. When time allows, he enjoys reading books and learning chess.

Jennifer is a senior fiduciary strategist and executive director with Wells Fargo Bank’s Wealth & Investment Management located in Jacksonville, Florida with more than 28 years of experience in financial services. Jennifer works with clients to integrate fiduciary and investment knowledge into each client’s custom wealth plan to help grow and preserve assets, while working toward the client’s overall wealth management goals.

Ms. Williams earned her Bachelor’s degree in Nursing with a minor in psychology from Marquette University and a Master’s Degree in Nursing Science with a minor in Statistical Analysis. She has the designation of Certified Financial Planner™ (CFP) and the Certified Trust & Fiduciary Advisor (CTFA).

In 2022, Jennifer and her family relocated from Milwaukee, WI. Travel is one of their favorite activities. She has participated in competitive race walking in Wisconsin.

With over 20 years of financial advisory experience, Mahesh Rao is a business owner advisory strategist with Wells Fargo. Mahesh is part of a national Business Owner Advisory team dedicated to advising and preparing business owners for a successful ownership transition through comprehensive evaluation of their available options. Mahesh offers in-depth insight and advice based on his 13 years of investment banking experience.

Mahesh spent 4 years in business valuation and management of closely held business interests in trusts and estates. He then spent time in Wells Fargo’s Corporate and Investment Bank, and later in Business Sales & Advisory, where he was a managing director responsible for helping business owners sell their privately held companies.

Mahesh earned a Master of Business Administration from Duke University’s Fuqua School of Business, as well as undergraduate and graduate degrees in Aerospace Engineering from N.C. State University. Mahesh has been awarded the Certified Exit Planning Advisor (CEPA) designation, the Chartered Financial Analyst (CFA) designation, and is a member of the CFA
Institute and the CFA Society of North Carolina.

He resides in Charlotte, North Carolina where he enjoys spending time with his wife and two daughters who share his love of travel