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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
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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
  • Investment Policy Statements
  • Alternative Investments
  • 401k Rollovers
  • Municipal Bonds
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Business Succession Planning
  • Cash Management
  • Corporations
  • Corporate Retirement Plans
  • Lending Services
  • Executive Financial Services
  • Insurance Services
  • Long Term Care Insurance
  • Exchange Traded Funds
  • Annuities
  • Certificates of Deposit
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 July On the Markets featuring "Where's the Recession"? The question seems almost silly, given that we're not quite out of the current recession. But the coming global recovery could be a long one, says Jeff Applegate and Charles Reinhard, chief investment officer and senior investment strategist, respectively, of Morgan Stanley Smith Barney. That also means the global stock market rally that began in March could become a multiyear bull market.
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.
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

US Equity Strategy: Trading Places IX - The Next Bull Market (pdf)

On the Markets (pdf)

Personal Financial Profile (pdf)
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