Davor Poljak

Davor, in partnership with his brother, Denis, is a co-founder and leader of Poljak Group Wealth Management at Steward Partners. Davor’s work with the firm’s professional team to ensure the ultimate client experience for every client — and helping them preserve and grow their wealth for their future generations — is rooted in his passion for treating clients like family. Ensuring client satisfaction every step of the way on each client’s unique journey to wealth creation is at the heart of Davor’s work at Poljak Group.

• Named one of Forbes’ Best-In-State Wealth Advisors in 2021
• Nearly 20 years of industry experience
• Certified Portfolio Manager (CPM®), Columbia University in New York City
• MBA, Louisiana State University-Shreveport
• Bachelor’s degree business administration, Centenary College of Louisiana
• Joined Morgan Stanley in 2009 and established the King Poljak Group at Morgan Stanley with his brother, Denis Poljak and John King; the group was renamed Poljak Group at Morgan Stanley in 2018 upon John King’s retirement.  Founded Poljak Group Wealth Management at Steward Partners with Denis Poljak in 2021.
• Progressive Executives member
• Rotary Club of Shreveport member & Paul Harris Fellow
• Formerly owned and operated a successful tennis academy in Bosnia and Herzegovina

Source: Forbes.com Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither Steward Partners Investment Solutions, LLC nor its Wealth Managers pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information, see www.SHOOKresearch.com