WASHINGTON, April 21, 2021 /PRNewswire/ — Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), is continuing its nationwide expansion with the addition of Poljak Group Wealth Management in Shreveport, Louisiana. The eight-person team led by brothers Denis and Davor Poljak manages over $500 million in client assets and was previously associated with Morgan Stanley.
«Denis and Davor represent a true American success story, and we’re proud that they have chosen Steward Partners to help grow their business and write their next chapter,» said Chris Barton, Divisional President, Steward Partners Global Advisory. «Their team is a living testament to how hard work, advanced education and genuine concern for clients can be a formula for a successful advisory practice. Becoming owners of their business is the next step toward their goal of providing a superior experience for clients.»
After growing up in the former Yugoslavia, Denis and Davor were both recruited to play Division 1 tennis at Centenary College of Louisiana. Their father, Tomislav «Tommy» Poljak was President of the former Yugoslav Tennis Association and led the Yugoslavia Davis Cup team in 1984 and 1985.
«My brother and I fell in love with this country,» says Denis, Managing Director and Wealth Manager, Poljak Group Wealth Management at Steward Partners. «We are proud American citizens by choice. Our group has grown tremendously during our 12 years with Morgan Stanley, and we expect to surpass that growth and take our practice to a whole new level with Steward Partners.»
«We’re very excited about this move to Steward Partners,» added Davor, Managing Director and Wealth Manager. «We are all about client service and were highly impressed with what Steward Partners offers in terms of marketing and branding efforts, as well as the open architecture, technology and client offerings that are free of proprietary products.»
The brothers are firm believers in the importance of advanced degrees and continuing education. Denis has 25 years of wealth management experience; in addition to earning accreditations as Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®) from the University of Pennsylvania’s Wharton School of Business, and Certified Portfolio Manager (CPM®) from Columbia University in New York, he holds an M.B.A. in Business Administration from Louisiana Tech University and a Ph.D. in Economic Sciences from the University of Sarajevo. Davor, with 12 years as a wealth manager, earned his M.B.A. from Louisiana State University-Shreveport and holds the prestigious CPM® designation from Columbia University.
Poljak Group Wealth Management also includes Vice President and Client Relationship Manager Jason L. Adams, M.B.A.; Vice President and Wealth & Portfolio Specialist Scott Salvail; Vice President and Wealth & Portfolio Specialist Joseph P. Fell, M.B.A.; Vice President and Wealth & Portfolio Specialist John Simpson; Vice President and Registered Client Administrative Manager Ryan L. Yarbrough; and Vice President and Senior Client Administrative Manager Tommy Poljak, Denis and Davor’s father, who was also a Vice Chairman of RMK, formerly a Yugoslavian steel conglomerate and one of the largest in Europe at the time. Tommy provides what Denis calls «his white haired wisdom» to the group.
Steward Partners is one of the country’s fastest growing independent wealth management firms and ranked #24 on Barron’s list of Top RIA’s in 2020. Steward ranks 10th among fastest growing US based advisory firms in asset growth.
About Steward Partners Global Advisory
With offices in Newtown, CT., Washington, D.C., Clearwater, FL., Andover and Boston, MA., Baltimore and Bethesda, MD., Portland, ME., St. Louis, MO., Hendersonville, NC., Keene, Manchester and Portsmouth, NH., Paramus and Morristown, NJ., Albany and New York City, NY., Conshohocken, PA., Austin, Dallas and Houston, TX., and Norfolk and Richmond, VA., Steward Partners Global Advisory, LLC, is an employee-owned, full-service independent partnership catering to family, institutional and multigenerational wealth. For more information, visit us at www.stewardpartners.com.
About Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,200 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.02 trillion as of 12/31/20.
Steward Partners Holdings, Steward Partners Global Advisory, LLC and the Poljak Group Wealth Management maintain a separate professional business relationship with, and our registered professionals offer securities through, Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Steward Partners Investment Advisory, LLC, 1776 I Street NW, Suite 700, Washington, DC 20006. Toll Free: (844) 801-8268.
Barron’s Top 100 RIA Firms, 2020
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Participation in this ranking is by invitation only and limited to firms that meet the minimum eligibility requirements. About 200 firms were nominated, with 100 being ranked. Participating firms were evaluated and ranked on a wide range of quantitative and qualitative data, including: assets overseen by the firm, revenue generated by the firm, level of technology spending, number of clients, size of staff, diversity across staff, and placement of a succession plan. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of the advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.
InvestmentNews 2019 Best Places to Work For Financial Advisors
The Best Places to Work for Financial Advisers program is a national program managed by Best Companies Group. The survey and recognition program are dedicated to identifying and recognizing the best employers in the financial advice/wealth management industry. The final list is based on the following criteria: must be a registered investment adviser (RIA), affiliated with an independent broker-dealer (IBD), or a hybrid doing business through an RIA and must be in business for a minimum of one year and must have a minimum of 15 full-time/part-time employees.
The assessment process is compiled in a two-part process based on the findings of the employer benefits & policies questionnaire and the employee engagement & satisfaction survey. The results are analyzed and categorized according to 8 Core Focus Areas: Leadership and Planning, Corporate Culture and Communications, Role Satisfaction, Work Environment, Relationship with Supervisor, Training, Development and Resources, Pay and Benefits and Overall Engagement. Best Companies Group will survey up to 400 randomly selected employees in a company depending on company size. The two data sets are combined and analyzed to determine the rankings. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award. InvestmentNews and/or Best Companies Group is not affiliated with Raymond James.
To learn more about the InvestmentNews 2019 75 Best Places to Work for Financial Advisers, please go to www.InvestmentNews.com/BestPlaces.
Washington Business Journal 2020 Best Places to Work
Best Places to Work is an innovative publication and awards program produced by the Washington Business Journal. The rankings were determined by surveys that went directly to employees who answered a series of questions. The survey was administered online by the employers and through a service provided by Quantum Workplace, the Washington Business Journal‘s research partner. The rankings are numeric based on Quantum’s scoring process. By ranking companies and sharing best practices the Journal facilitates idea sharing and helps other companies learn from the best.
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