Davor Poljak

Davor Poljak

MBA, CPM®
PARTNER
MANAGING DIRECTOR
WEALTH MANAGER

Office: (318) 674-4114
Fax: (318) 674-4141
E-mail:
 

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
  • Certified Portfolio Manager (CPM®), Columbia University in New York City
  • MBA, Louisiana State University-Shreveport
  • Bachelor’s degree business administration, Centenary College of Louisiana
  • 15 years of industry experience
  • 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

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

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Check the background of this financial professional on FINRA's BrokerCheck