Yvonne Lively
Assistant Vice President, Business Service Officer
Phone:
(410) 972-3219(410) 972-3219
Morgan Stanley
Annapolis Branch Office
You define success, we help you achieve it
410 Severn Ave
Bldg B Ste 211
Annapolis, MD 21403
US
Branch:
(410) 268-5700(410) 268-5700
Toll-Free:
(800) 877-3985(800) 877-3985
Branch Manager
Jed P. WoelflePhone:
(202) 292-5440(202) 292-5440
About Morgan Stanley Annapolis Branch
Our Core Values:
I. Putting Clients First – We believe strongly in our responsibility to put our client’s interests ahead of all else
II. Doing the Right Thing – We do our work right the first time and as a model for others to emulate
III. Leading With Exceptional Ideas – Improvement is always the goal, and we welcome innovation to better serve our clients
IV. Giving Back – Building a better world means giving back and growing together
V Commit to Diversity and Inclusion - We champion an environment where all people are heard, seen, and respected.
I. Putting Clients First – We believe strongly in our responsibility to put our client’s interests ahead of all else
II. Doing the Right Thing – We do our work right the first time and as a model for others to emulate
III. Leading With Exceptional Ideas – Improvement is always the goal, and we welcome innovation to better serve our clients
IV. Giving Back – Building a better world means giving back and growing together
V Commit to Diversity and Inclusion - We champion an environment where all people are heard, seen, and respected.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Annapolis Branch
Al Wirth
Vice President, Complex Risk Officer
Phone:
(410) 295-5821(410) 295-5821
About Yvonne Lively
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.
About Al Wirth
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.
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.
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Branch Address
410 Severn Ave
Bldg B Ste 211
Annapolis, MD 21403
US
Branch:
(410) 268-5700(410) 268-5700
Toll-Free:
(800) 877-3985(800) 877-3985
Details
In the Annapolis City Marina at 410 Severn Avenue. Please bring your parking ticket with you for validation. Suite 211 is in the gray building, one flight up from the parking area. There is an elevator inside the red door.
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024