Morgan Stanley has announced that Dr. Denis Poljak, CFP®, CIMA®, CPM®, Senior Vice President and Wealth Advisor in its Shreveport Wealth Management office, has been named to the Firm’s prestigious Century Club, an elite group composed of the firm’s top Financial Advisors.
The appointment recognizes Denis’s consistent creativity and excellence in providing a wide range of investment products and wealth management services to his clients.
Denis has been with Morgan Stanley Wealth Management since 2009 and holds a bachelor’s degree from Centenary College of Louisiana, Master’s degree from Louisiana Tech University and Ph.D. in Economics from the University of Sarajevo. Denis currently lives in Shreveport with his wife Susannah and their two children.
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.
Morgan Stanley is a global financial services firm providing investment banking, securities, wealth management and investment management services. With offices in more than 42 countries, the firm’s employees serve clients worldwide including corporations, governments, institutions and individuals.