Saturday, April 20, 2024

Denis Poljak and Davor Poljak Named to Forbes Magazine’s List of Best-in-State Wealth Advisors

by BIZ Magazine
davor and denis poljak

Morgan Stanley (NYSE: MS) today announced that Wealth Advisor Denis Poljak,
CFP®, CIMA® and CPM® and Financial Advisor Davor Poljak, CPM®, in the Firm’s Poljak Group
at Morgan Stanley Wealth Management office, have been named to Forbes Magazine’s 2021
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

Denis Poljak has more than 25 years of industry experience. Davor has 12 years of industry
experience. Both Denis Poljak and Davor Poljak earned their Certified Portfolio Manager
(CPM®) credentials at Columbia University in New York and are portfolio management directors
at Poljak Group at Morgan Stanley.

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 (NYSE: MS) is a leading global financial services firm providing investment
banking, securities, wealth management and investment management services. With offices in
more than 41 countries, the Firm’s employees serve clients worldwide including corporations,
governments, institutions and individuals. For further information about Morgan Stanley, please

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