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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
Staff
At Morgan Stanley Smith Barney we offer our clients full-service advantages, including a dedicated support staff ready to assist you and your account servicing needs.
Timothy Nicholl
Senior Client Services Associate
tel: 410-494-8294
fax: 443-320-0989
Professional Details
- Over 20 Years of Industry Experience
- with Morgan Stanley Smith Barney* for 14 Years
- Responsibilities Include: Client Service Administration, Help with Morgan Stanley Smith Barney* Access, Statements, Managed Accounts and New Accounts
Katie Hollendoner
Registered Client Service Associate
tel: 410-494-8362
fax: 443-320-0989
Professional Details
- Series 7 and 66 Licensed
- 10 Years of Industry Experience
- Professional Service Liaison
- Responsibilities Include: Account Administration, SmithBarney.com, Statement and Trade Confirmations, Wealth Transfer, Managed and New Account opening and maintenance
Lori Ralston
Registered Client Services Associate
tel: 410-494-8373
fax: 443-320-0989
Professional Details
- Series 7 Licensed
- Over 20 Years of Industry Experience
- Responsibilities Include: Client Service Administration, Help with Morgan Stanley Smith Barney* Access, Statements, Managed Accounts and New Accounts
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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