Denis Poljak

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.

• Named one of Forbes’ Best-In-State Wealth Advisors in 2018, 2019 and 2021
• Ph.D. in economics, University of Sarajevo in Bosnia and Herzegovina
• Certified Portfolio Manager (CPM®), Columbia University in New York City
• Certified Investment Management AnalystSM (CIMA®), University of Pennsylvania’s Wharton School of Business
• Certified Financial Planner (CFP®)
• MBA, Louisiana Tech University
• Bachelor’s degree in accounting and business administration, Centenary College of Louisiana
• Over 25 years of industry experience
• Joined Morgan Stanley in 2009 and established King Poljak Group at Morgan Stanley with his brother, Davor 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 Davor Poljak in 2021.
• Committee of 100 member
• Rotary Club of Shreveport member & Paul Harris Fellow
• Ark-LA-Tex Ambassador

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.