Face of Wealth Management

Faces of Louisiana - Shreveport/Bossier City

Front Row: Left to Right
Denis Poljak CFP®, CIMA®, CPM®,Senior Vice President, Wealth Advisor, Portfolio Management Director
Davor Poljak CPM® Vice President, Financial Advisor, Senior Portfolio Manager
Back Row: Left to Right
John W. Simpson, Registered Associate
Joseph P. Fell, Financial Advisor
Ryan L. Yarbrough, Registered Associate
Tommy Poljak, Senior Client Service Associate
Jason L. Adams, Assistant Vice President, Portfolio Management Associate
Scott E. Salvail, Wealth Management Associate

Poljak Group at Morgan Stanley

The Poljak Group at Morgan Stanley believes that your family’s wealth management deserves the attention of a wealth advisor with not only a comprehensive understanding of investment strategies, but also an understanding of your family’s unique needs. Led by brothers Denis and Davor Poljak, the Poljak Group at Morgan Stanley is a group of wealth management professionals who take enormous pride in their education, credentials, experience, and client-driven approach.

Senior Vice President and Portfolio Management Director, Denis Poljak holds a Ph.D. in Economics, and he and his brother both earned Certified Portfolio Manager (CPM®) certifications from Columbia University. Many of its client relationships extend from generation to generation. Client satisfaction is always the top goal of the group, whether a client is seeking help with preserving and growing their wealth, tax-efficient transfers to the next generation, a smooth transition into retirement, or guidance for young professionals looking to address their growing financial needs.

“Our high level of care and personal touch are genuine. Here at the Poljak Group, we sincerely care about our clients and helping them meet their present and future goals,” says Denis.

 

Poljak Group at Morgan Stanley
333 Texas Street, Suite 925, Shreveport, LA 71101 318.677.5426
advisor.morganstanley.com/poljak-group

 

Faces of Louisiana is an advertorial feature highlighting leaders of various industries in Louisiana.

The views expressed herein are those of the author and do not necessarily reflect the views of Morgan Stanley Wealth Management or its affiliates. All opinions are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.,which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC. CRC 2554505 5/19