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Consulting Group
2330 West Joppa Road
Suite 255
Lutherville, MD 21093
Suite 255
Lutherville, MD 21093
tel: 410-296-9200
toll free: 800-662-2576
fax: 410-494-1869
toll free: 800-662-2576
fax: 410-494-1869
L to R: Joel T. Fink, Morry A. Zolet, Ryan M. Lenet, Gary R. Lenet and Edwin Ezrine
Group Details
Morry A. Zolet, CFP®
Senior Vice President - Wealth Management
Advisor - Citigroup Family Office
Senior Investment Management Specialist /
Financial Advisor
Financial Planning Specialist
Advisor - Citigroup Family Office
Senior Investment Management Specialist /
Financial Advisor
Financial Planning Specialist
tel: 410-583-4844
toll free: 800-662-2576
fax: 410-494-1869
Professional Details
- B.S. - Finance
University Of Maryland
CERTIFIED FINANCIAL PLANNER™
College of Financial Planning
Denver Colorado - Taught Investments at the Prestigious Johns Hopkins University
- Voted to the Baltimore Business Journal's 40 under 40 Most Influential Business Leaders 1997
Recognized by the National Football League Players Association (NFLPA) as a Registered Players Financial Advisor - Received the Financial Planning Specialist designation as well as Senior Investment Management Specialist designation from Smith Barney
- Director's Council Member
- Recognized by Barron's as one of the Top 1,000 Financial Advisors in the country. 1 of only 20 Advisors chosen from Maryland.
Morry A. Zolet, CFP® is licensed in the following state(s): AL, AZ, CA, CO, CT, DC, DE, FL, HI, IL, MA, MD, MI, MS, NC, NJ, NY, OH, PA, SC, TX, VA, WI, WV
Gary R. Lenet
Senior Vice President - Wealth Management
Portfolio Manager/Financial Advisor
Portfolio Manager/Financial Advisor
tel: 410-494-8091
toll free: 800-662-2576
fax: 410-494-1869
Professional Details
- University of Maryland at College Park
- Senior Vice President-Investments
- Portfolio Manager
- Handles Estate and Trust Services
- President's Council Member
- Recognized by Barron's as one of the Top 1,000 Financial Advisors in the country. 1 of only 20 Advisors chosen from Maryland.
Gary R. Lenet is licensed in the following state(s): AL, AZ, CA, CO, CT, DC, DE, FL, IL, MA, MD, MI, MS, NC, NJ, NY, OH, PA, SC, TX, VA, WI, WV
Ryan M. Lenet
Vice President - Wealth Management
Financial Planning Specialist
Financial Advisor
Financial Planning Specialist
Financial Advisor
tel: 410-494-8092
toll free: 800-662-2576
fax: 410-494-1869
Professional Details
- Bachelor of Science Degree from The University of Maryland at College Park
- Vice President - Wealth Management
- Received the Prestigious Financial Planning Specialist Designation
- A member of the Firm's Elite Blue Chip Council
Ryan M. Lenet is licensed in the following state(s): AL, AZ, CA, CO, CT, DC, DE, FL, IL, MA, MD, MI, MS, NC, NJ, NY, OH, PA, SC, TX, VA, WI, WV
Joel T. Fink, CRPS®
Financial Advisor
Financial Planning Specialist
Financial Planning Specialist
tel: 410-494-8356
toll free: 800-662-2576
fax: 410-494-1869
Professional Details
- 2005 - present: Morgan Stanley Smith Barney*
Financial Advisor
Financial Planning Specialist
Lutherville, MD - BA - Franklin & Marshall College
Lancaster, PA, 2005
Major - Business; Minor - Economics - Magna Cum Laude
- Phi Beta Kappa
- Received the "Wall Street Journal Award" Recognizing Excellence in Business Finance, 2005
- Earned the CHARTERED RETIREMENT PLANS SPECIALISTSM Designation
College for Financial Planning, 2007
Joel T. Fink, CRPS® is licensed in the following state(s): AL, AZ, CA, CO, CT, DC, DE, FL, IL, MA, MD, MI, MS, NC, NJ, NY, OH, PA, SC, TX, VA, WI, WV
Edwin Ezrine
Financial Advisor
tel: 410-494-8099
toll free: 800-662-2576
fax: 410-494-1869
Edwin Ezrine is licensed in the following state(s): AL, AZ, CA, CO, CT, DC, DE, FL, IL, MA, MD, MI, MS, NC, NJ, NY, OH, OR, PA, SC, TX, VA, WI, WV
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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