Page 3 - Poljak Group Brochure
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CPM®. CIMA®. CFP®.
THESE CREDENTIALS COUNT.
When it comes to wealth management for your family, we feel these credentials — combined with our team’s education and decades of experience — set us apart.
At the Poljak Group at Morgan Stanley, most of our client relationships extend from generation to generation for a reason: our extensive multi-generational wealth management, preservation and strategies, experience, education, and industry credentials help us work with clients to achieve their financial goals.
And to us, that’s what counts the most.
LARGE GROUP PHOTO
FRONT ROW (L TO R):
Denis Poljak CPM®, CIMA®, CFP® SENIOR VICE PRESIDENT
WEALTH ADVISOR
PORTFOLIO MANAGEMENT DIRECTOR
Davor Poljak CPM®
FIRST VICE PRESIDENT
FINANCIAL ADVISOR
PORTFOLIO MANAGEMENT DIRECTOR
BACK ROW (L TO R):
Jason L. Adams
ASSISTANT VICE PRESIDENT PORTFOLIO MANAGEMENT ASSOCIATE
Scott E. Salvail
ASSISTANT VICE PRESIDENT WEALTH MANAGEMENT ASSOCIATE
Ryan L. Yarbrough
REGISTERED ASSOCIATE
Tommy Poljak
SENIOR CLIENT SERVICE ASSOCIATE
Joseph P. Fell
WEALTH MANAGEMENT ASSOCIATE
John W. Simpson
FINANCIAL ADVISOR
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