The Zolet Lenet and Fink Group at Morgan Stanley
MORRY A. ZOLET, CFP®
Managing Director – Wealth Management
Family Wealth Director
Senior Investment Management Specialist
Senior Portfolio Management Director Financial Advisor
RYAN M. LENET
Senior Vice President – Wealth Management
Senior Portfolio Management Director
Financial Planning Specialist Financial Advisor
GARY R. LENET
Senior Vice President – Wealth Management
Portfolio Management Director Financial Advisor
JOEL T. FINK, CFP®, CRPS®
Senior Vice President – Wealth Management
Portfolio Management Director
Insurance Planning Director Financial Advisor/Financial Planning Specialist
The Zolet Lenet and Fink Group holds accountability to our clients as our number one priority. That’s why we are most passionate about answering two critical financial questions:
• How do we help our clients get to retirement and generate enough income to keep them ahead of inflation and the rising price of life?
• How do we enhance our investment process to adjust for current and future economic conditions?
In addressing these important objectives every day, we are committed to serving the financial planning needs of our multigenerational clients, which include successful individuals, families, and business professionals, both young and established.
Some of the questions we’ve been helping our clients with recently include:
• How do I save for retirement and my children’s education?
• How can I invest excess cash and prepare myself for another bear market?
• Is it possible for me to retire earlier than I had planned?
We limit the number of clients served by our practice, striving to deliver concierge-level service and provide each of our clients with the best possible experience. Our goal is to build long-term relationships with our clients based on trust, integrity, and superior service.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Morgan Stanley Smith Barney LLC. Member SIPC. CRC 4638989 04/22