Sarah JonesSenior Client Service Associate


As a Senior Client Service Associate Sarah is instrumental in supporting our advisors and works directly with clients to manage their account needs. She handles everything from getting accounts set up to the management of cash flow needs and client requests.

Sarah has an Associate of Arts degree in English. Prior to joining WMS in 2008, Sarah served as the Executive Assistant to the General Manager of Progress Unlimited, Inc. She began her career in the financial industry on the banking side at Bank of America and Eastern Savings Bank.

Sarah lives in Charlestown with her husband and 2 sons.

WHAT QUALITIES DO YOU POSSESS THAT MAKE YOU SUITED FOR THIS ROLE?                                                                                                                                                

I am a natural care giver and my role as Client Service Administrator affords me the honor of taking care of our clients. Whether it is a simple transaction or helping them navigate a complex life changing situation, I find that my instincts to help and care for others enables me to be a lifeline to clients. I greatly enjoy speaking with them and take pride in being able to provide clarity and peace in all situations.

ANY NON-PROFITS YOU LOVE?                                                                                                                                                                                                                       

There are several non-profits that have my heart and I am honored to support. Show Hope and Morning Star Foundation are both incredible organizations who care for the orphaned and abandoned children in China and around the world. They provide much needed medical care, a loving home and work to secure forever homes for the children through adoption. These are children that have no one and when I look at my own kids, who are thankfully healthy and thriving, I can’t help but want to do my part.

The Children’s Cancer Foundation is an organization that I have witnessed the impact of in my own family when my niece was diagnosed with cancer. This foundation grants funds specifically to fighting children’s cancers in Maryland, DC and Northern Virginia. I have witnessed the reality of this horrible disease first hand. Childhood cancer is something you hear about, but never expect it to be your family, your child.

Gracie’s Gowns is one woman’s way of trying to bring joy to children battling cancer and other life-threatening conditions. She makes personalized handmade hospital gowns, complete with themed fabric based on their likes and embroiders their name on it. It is these little details that may make a hospital stay less scary and make a child facing an uphill battle feel like a princess or a superhero and forget, maybe for a moment, that they are sick.

WHAT DO YOU LOVE TO DO OUTSIDE OF WORK?                                                                                                                                                                                                                                                                          I love spending time with my family and friends. I can often be found on the sidelines at my sons soccer game or at the park with my family. I greatly enjoy photography and make a point to capture not only milestones and holidays, but everyday moments that make up our life together. From vacations at the beach to road trip adventures and everything in between, I find such joy in spending my moments with my husband and boys and making memories for a lifetime.