Annapolis Branch Office

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 local Risk Officer covering the Annapolis and Eastern Shore offices of Morgan Stanley. Currently functioning as a Vice President, he directly handles all legal, regulatory compliance and daily risk items at the local level. He started his brokerage career after 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 roles over his last 30 years in financial services. 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 now grown and living in Richmond, he still considers parenting his best work. He is a certified car nut, loving all things automotive. Basketball, pickleball and a paddle board keep him moving, and plenty Annapolis dining spots keep him relaxed

Sara is the Annapolis/Eastern Shore Market Administrator at Morgan Stanley, responsible for supporting four Wealth Management Offices in Annapolis, Easton, Salisbury and La Plata, Maryland. Her role is pivotal in providing administrative support to the Market and Market Manager and coordinating Market events and projects. With over 15 years of management experience in the Education and Sport industry, Sara brings a wealth of knowledge and leadership skills to her new position.

Sara's career path includes her previous role as a Regional Manager at Kiddie Academy, where she oversaw four locations and provided leadership in the absence of executives. Her experience also extends to coaching competitive gymnastics for 14 years at Silver Stars Gymnastics, where she coached various levels of the USA Gymnastics developmental program. Sara holds a Bachelor of Science degree in Business Administration and Information Technology Management from Western Governors University. Her education focused on integrating business and IT strategies to enhance organizational operations.

She is passionate about fostering a collaborative work environment and views change as a catalyst for growth and innovation. Beyond her professional life, she is actively involved in her local church as an event coordinator and youth director. Fun fact: Sara comes from a “cheaper by the dozen”-like family and is the oldest of 12 children. She enjoys cooking and spending time at the beach and loves exploring new cuisines.

Derrick began his career as a Financial Advisor in 2002. Over the past 10 years, he has been in various leadership roles with Morgan Stanley in Charlotte, Indianapolis, and Kansas City before returning to his hometown of Annapolis, MD in 2025 where he serves as the Market Manager covering the Annapolis and Eastern Shore.

As a Market Manager, Derrick prides himself on cultivating a people first culture where talented professionals deliver solutions that help people, businesses, institutions, and
families manage wealth so they can pursue their financial goals.

Derrick lives in Severna Park where he enjoys spending time with family, competitive sports, and community involvement. As an advocate for giving back, he volunteers with Jr. Achievement, local food banks, and numerous organizations that support the development of children and families.

Derrick earned an undergraduate degree in economics from Randolph-Macon College where he was a 4-year letterman on the football team and went on to earn his graduate degree from Northeastern University. He holds the Series 7, 66, 9, 10, and CRPC^® as well as the applicable
insurance licenses and other industry certifications.