Top Content Curve
The Zolet Lenet Group
The Zolet Lenet Group
at Morgan Stanley Smith Barney
Consulting Group
2330 West Joppa Road
Suite 255
Lutherville, MD 21093
tel: 410-296-9200
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
Email Us
Welcome Meet Our Group Services
Welcome

The Zolet Lenet Group Mission Statement

The Zolet Lenet Group is committed to serving the needs of our clients, by helping them preserve and create wealth, and assisting them in turning their goals into reality. As consultants we will utilize our vast resources to develop a customized investment program that will meet each individuals needs. As our relationship builds over time, we will be able to anticipate changing circumstances and advise on appropriate investment strategies. We will deliver this service with the highest standards of integrity and with devotion to our clients needs.

Our team consists of a CERTIFIED FINANCIAL PLANNER™ (CFP), Financial Planning Specialist and a Portfolio Manager, with a combined industry experience of 75 years, collectively focusing on the client as the complete financial advisor.

We are located in Lutherville, Maryland, convenient to Baltimore City, Towson and Pikesville, and we service our clients throughout Maryland and many other states.
Services
  • Wealth Management
  • Professional Portfolio Management
  • Retirement Planning
  • Investment Policy Statements
  • Corporate Retirement Plans
  • 401k Rollovers
  • Long Term Care Insurance
  • Alternative Investments
  • Municipal Bonds
  • Education Planning
  • Estate Planning
  • Business Succession Planning
  • Cash Management
  • Annuities
Bulletin Board
  • We are pleased to announce that Financial Advisors, Morry Zolet and Gary Lenet, of The Zolet Lenet Group, were recognized in Barron’s as two of the Top 1,000 Financial Advisors in the country, and were two of only 20 advisors chosen from the state of Maryland. For details and the methodogy and criteria, see In The Press.
  • Our mission is to help clients build, manage and preserve wealth through sound investment management, and provide valuable custom tailored service that is a long term resource. To learn more about our process please click on Our Practice.
  • See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
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.
FEATURED REPORTS

On the Markets (pdf)
Bottom Content Curve
Morgan Stanley Smith Barney
New Relationship & Revised Terms of Use

Welcome to the web site for Smith Barney online clients and guests of Morgan Stanley Smith Barney LLC ("MSSB"), a joint venture formed by the combination of the Global Wealth Management Group of Morgan Stanley & Co. Incorporated and the Smith Barney division of Citigroup Global Markets Inc. You have reached this site because you are a client or a guest web site user of smithbarney.com.

Throughout the site, any references to Smith Barney, the Smith Barney division of Citigroup Global Markets Inc. or terms such as "the firm," "we," "us," "our" or similar terms should be read on this site as the Smith Barney channel of Morgan Stanley Smith Barney LLC. The Terms of Use and other provisions and disclosures such as the site's online privacy statement that govern your use of this site and any of its services have been revised so that such terms, provisions and disclosures are now between you and the new firm, MSSB. Your continued use of the site indicates your agreement with its revised terms of use as amended.

Morgan Stanley Smith Barney LLC is registered with the Securities and Exchange Commission as a broker/dealer and investment advisor. Some products or services may continue to be available though Citi or Citigroup Global Markets Inc. Read more on the "Statement of Morgan Stanley Smith Barney LLC and Citigroup Global Markets Inc. Responsibilities" that describes their respective roles and functions.

© 2009 Morgan Stanley Smith Barney LLC. Member SIPC. Accounts carried by Citigroup Global Markets Inc. All rights reserved.
[Accept]