Being Financial Advisors is all about building relationships with clients. By learning more about you and your needs, we are able to offer more personalized advice and service. Please read below to learn more about us.
Morry A. Zolet, CFP®
Senior Vice President – Wealth Management
Family Wealth Director
Senior Investment Management Specialist
Financial Advisor, Financial Planning Specialist
A Senior Vice President–Wealth Management at Morgan Stanley Smith Barney’s Lutherville, MD branch, Morry Zolet has been seen nationally as a panelist on Wall Street Week, and a Wall Street commentator on Baltimore’s WBAL. In addition, Morry’s insights and market analysis has been frequently quoted in the Baltimore Sun, Baltimore Business Journal and various other publications. In 1997, Morry was honored as one of Greater Baltimore’s up and coming Forty under 40 most influential business leaders. Furthermore, Morry has spent time teaching investments at the Johns Hopkins University Odyssey program. In 2009, Morry was recognized by Barron’s, the prestigious weekly publication by Dow Jones as one of the Top 1,000 Financial Advisors in the country, one of only twenty chosen from the state of Maryland. In addition, Morry is one of the firm’s Directors Council which is the highest recognition at the council level. Morry has also served on Morgan Stanley Smith Barney’s Divisional Advisory where he was responsible for ideas and concepts to help with client satisfaction and service at the firm level.
Morry began his career with Ferris, Baker Watts, Inc in 1986 and stayed there until April 2000, when he joined Morgan Stanley Smith Barney at their Lutherville office. During his tenure at Ferris, Baker Watts, Inc., Morry was both a member of the firm’s Retail Advisory Board and a Senior Vice President.
As a Dean’s List member, Morry graduated with a BS in Finance from the University of Maryland at College Park. Morry continued his education by earning the CERTIFIED FINANCIAL PLANNER™ designation from the College of Financial Planning in Denver, CO. Morry is a member of Morgan Stanley Smith Barney’s elite Family Wealth Directory program, and is recognized by the NFLPA (National Football League Players Association) as a Registered Players Financial Advisor.
Morry is a past President, Chairman of the Board and head of the Investment Committee for the Save A Heart charity. In addition, Morry currently serves as Chairman of the Investment Committee at the Associated Jewish Charities, as a member of their board of directors, as well as a board member at the JCC. Morry co-chairs the Hy Zolet Foundation, which has been established as a scholarship grant program for Baltimore City high school student athletes. Morry resides in Owings Mills, MD with his wife Lisa and their three daughters, Alyson, Lindsay and Cara.
Direct - (410)583-4844; morry.a.zolet@smithbarney.com
Gary R. Lenet
Senior Vice President – Wealth Management
Financial Advisor
During his tenure at Morgan Stanley Smith Barney, Gary R. Lenet, a Senior Vice President–Wealth Management, has served in many capacities. From serving as the Regional Specialist of Estate and Trust Planning, to teaching continuing education requirement courses on both subjects to CPAs and Insurance Agents, Mr. Lenet has maintained a position of leadership in his industry.
Beginning his career as an agent with the Lincoln National Insurance Company in 1972, Gary is most proud of the National Quality Awards he achieved during his time there. In 1975, Gary became a manager with PEBSCO, a company that specializes in Municipal Retirement Plans, and was primarily responsible for the education and coordination of the retirement decisions of over 20,000 municipal employees. In 1981, Gary joined the Morgan Stanley Smith Barney family, and has been happily rooted there ever since. In 2009, Barron’s recognized Gary as one of the Top 1,000 Financial Advisors in the country, one of only twenty chosen from the state of Maryland.
Gary attended both John Carroll University and the University of Maryland at College Park. While at the University of Maryland, he became the President of his Residential Complex and a member of the housing government of the university. He has developed and led many community programs and is most proud of his achievements as Commissioner of Girls Softball and Soccer. Gary is proud to see that these ventures, which he built and devoted over 15 years to, are still going strong to this day. Gary has been a member of the Board of Trustees and a Vice President of his religious institution. Gary resides in Owings Mills, MD with his wife of thirty five years, Helene. He has two daughters, Candice and Jodi, who have graduated college and are also establishing themselves in our community.
Direct - (410) 494-8091; gary.r.lenet@smithbarney.com
Ryan M. Lenet
Vice President - Wealth Management
Financial Planning Specialist
Financial Advisor
Ryan M. Lenet is a Vice President of Investments with Morgan Stanley Smith Barney and a member of Morgan Stanley Smith Barney’s Blue Chip Council. He began his career with American Express Financial Advisors in 1995 and continued there until April 1999, when he joined Morgan Stanley Smith Barney in their Lutherville office. While at American Express, Ryan held a position as a Financial Advisor and a Training Manager in their Towson, Maryland office. As an Advisor, he concentrated in comprehensive financial planning and asset allocation for high net worth individuals and institutional clientele.
Ryan graduated with a Bachelor of Science degree from the University of Maryland at College Park and later earned the prestigious Financial Planning Specialist designation with Morgan Stanley Smith Barney.
Ryan currently participates in many local charities and holds various board positions. Ryan resides in Pikesville, Maryland with his wife Melissa and his sons Jacob and Justin.
Direct - (410) 494-8092; ryan.m.lenet@smithbarney.com
Joel T. Fink, CRPS®
CHARTERED RETIREMENT PLANS SPECIALISTSM
Financial Advisor
Financial Planning Specialist
A Financial Advisor with the firm, Joel T. Fink joined Morgan Stanley Smith Barney in 2005 after graduating Phi Beta Kappa and Magna Cum Laude from Franklin & Marshall College as a major in Business Finance and Economics.
A member of the school’s honor’s list for each of his four years, Joel won the Wall Street Journal Award for ‘excellence in business finance’, and was inducted into several academic honor societies. He served as president of the Student Managed Investment Portfolio, a group of students managing an equity portion of the college’s endowment. Joel was also the student representative to the school’s Budget Priorities Committee. Additionally, during his years at the college, Joel chaired the Holocaust Remembrance Committee, and sat on the executive board of F&M’s Hillel.
In 2009, Joel was recognized by the Baltimore Jewish Times as of six “Up & Coming Professionals” in Baltimore. He currently serves on the board of Jewish Community Services and is an active member of Frank & Marshall’s Baltimore Alumni Council.
As a CHARTERED RETIREMENT PLANS SPECIALISTSM (CRPS), Joel is responsible for developing and servicing the Zolet Lenet Group’s corporate and institutional client relationships. Born and raised in Baltimore, Joel currently resides in Mount Vernon, and looks forward to his continued presence in our community.
Direct – (410) 494-8356; joel.t.fink@smithbarney.com
Edwin Ezrine
Financial Advisor
A member of Morgan Stanley Smith Barney’s Blue Chip Council, Ed Ezrine has been a Financial Advisor with Morgan Stanley Smith Barney since December, 1999. Graduating from the University of Maryland Dental School in 1969, Ed received his certificate in Pediatric Dentistry in 1971 and then spent the following two years in the Army at Fort Jackson, South Carolina.
In July 1973, Ed opened his Glen Burnie, MD office in the practice of Pediatric Dentistry and Orthodontics. In 1985, he was awarded Diplomatic Status with the American Board of Pediatric Dentistry. In 1994, Ed joined Wagner-Citron Financial as a Financial Advisor. He then worked as a Financial Advisor, while continuing to practice pediatric dentistry.
Ed is a lifelong resident of Baltimore and resides in Baltimore City with his wife Karen. Ed and Karen have four children scattered all over the country. Ed currently holds a board position and participates in several local charities.
Direct - (410) 494-8099; edwin.ezrine@smithbarney.com
Barron’s Top 100 Financial Advisors, as identified by The Winner’s Circle®, LLC, bases its rankings on qualitative criteria: professionals with a minimum of 7 years’ financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. With over 7,000 nominations compiled on an annual basis, advisors are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers and telephone-based and in-person interviews with the nominees. Because individual client portfolio performance varies and is typically unaudited, this ranking focuses on customer satisfaction and quality of advice. For more information on ranking methodology, go to www.WCorg.com. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the advisor’s clients. The rating is not indicative of the advisor’s future performance. Neither Smith Barney nor its financial advisors pay a fee to The Winner’s Circle in exchange for the rating.
