Annapolis Branch Office

Sarah is an Executive Director and Market Manager out of the DC Annapolis Market, overseeing four Wealth Management Offices in Annapolis, Easton, Salisbury and La Plata, Maryland.

Sarah began her career in Finance after graduating from the University of Virginia as an Echols Scholar. After graduation, Sarah worked as an Associate for Arcapita Group, an international Private Equity firm, from 2008 to 2011. After returning to the United States, Sarah joined Morgan Stanley in 2012 as a Financial Advisor. She achieved recognition in the Morgan Stanley Pacesetters Club for three consecutive years, and obtained her CERTIFIED FINANCIAL PLANNER™ designation in 2015. In 2016, Sarah was promoted to Associate Complex Manager, later moving into the Market Manager role in 2020.

Sarah is a Co-Head of Morgan Stanley’s Women In Wealth organization, one of the firm’s most active Employee Networking Groups, dedicated to supporting, advancing, and celebrating women at Morgan Stanley. She is also an active member of her Local Diversity and Inclusion Council and Women in Wealth Chapters. She took part in the 2023 McKinsey Executive Leadership Program. Additionally, in 2024 Sarah served as a Board Member at Large for APIC, a Morgan Stanley-advisor created and run organization where advisors connect, collaborate, and share best practices to enhance the service delivered to their clients and grow their business. She is heavily involved in formal and informal mentoring programs, and a prior member of the National Recruiting and Retention Council.

She prides herself in taking an active role in helping the advisors in her market place grow their business by partnering to help them find, build and retain UHNW clients. Outside of the office Sarah serves as a volunteer at her children’s elementary school. Sarah currently resides in the community of Fishing Creek Farm in Annapolis, MD with her husband Chris, and their three children, George, Stella and Jack. Some of her favorite hobbies include cooking, boating, hiking and yoga.

Prior to joining the DC-Annapolis Complex, Yvonne began her career in Finance in 2008, working for Charles Schwab as a Registered Representative.  Moving to Maryland, she continued with her career at Wells Fargo Advisors, where she was quickly promoted while studying for her degree.  Yvonne holds a Master of Science degree in Financial Management and Information Systems from University of Maryland Global Campus and a Bachelor of Science from UMGC. Most recently Yvonne held the position of Associate Field Support Manager at Wells Fargo where she led a group of 39 direct reports responsible for the branch operational functions across multiple sales locations while serving as the main point of contact for Financial Advisors, branches, the back office, clients, and other Support Center associates. Yvonne spends her time with her two boys, Tristen and Brenden.  She enjoys hiking, photography, music, and travel. 

Al Wirth is the Complex Risk Officer covering the Annapolis and Eastern Shore offices of Morgan Stanley. Currently functioning as a Vice President, he directly handles all legal, compliance and daily risk items at the local level. He started his brokerage career immediately following college with Legg Mason in 1995, working in the Legal and Compliance department. Leaving his role as Regional Compliance Officer, his transition to wealth management occurred in 2000 when he joined the Annapolis Sales office of Legg Mason. With true respect for the industry, he has held various management titles over his last 20 years in Annapolis. Although there have been a few name changes, from Legg Mason to Smith Barney, and now Morgan Stanley, he has remained with the same firm his entire career.

A lifelong Maryland resident, Al currently resides in Annapolis. He is Baltimore born and raised, with a brief stop at Towson University for an accounting degree. He planted some family roots in 1999 after moving to Severna Park and has called Eastport Annapolis home since 2011. Now an empty nester, with his daughter Erica attending JMU, he still considers parenting his best work. He is a certified car nut, loving all things automotive. Basketball, racquetball and a paddle board keep him moving, and plenty Annapolis dining spots keep him relaxed.