Denis is co-founder and leader with his brother, Davor, of Poljak Group Wealth Management at Steward Partners. An experienced wealth advisor specializing in high net worth individual and multigenerational wealth management, Denis’ unique combination of advanced education, experience in investment and portfolio management, and the highest industry credentials exemplify his unwavering commitment to excellence and helping clients realize their financial goals and life dreams. His uncompromising dedication to personal service, modeled by the entire Poljak Group team, is a hallmark of the firm’s success in cultivating long-term client relationships.
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.