Face of Wealth Management

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

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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.
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