Wednesday, February 21, 2024

Denis Poljak named to Forbes Best-in-State Wealth Advisors

by BIZ Magazine

Morgan Stanley has announced that Denis Poljak, wealth advisor in the Firm’s Shreveport Wealth Management office, has been named to Forbes Magazine’s 2020 list of Best-in-State Wealth Advisors. 

Forbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience.  The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews.

“I am pleased that Denis is representing Morgan Stanley,” commented Andy Black, Complex Manager for Louisiana and Mississippi. “To be named to this list recognizes Denis’ professionalism and dedication to the needs of his valued clients.”

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. 

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