SEATED AT DESK:
SEATED IN FRONT OF DESK:
Denis Poljak, Ph.D., CPM
®
, CIMA
®
, CFP
®
Davor Poljak, MBA, CPM
®
Partner
Partner
Managing Director
Managing Director
Wealth Manager
Wealth Manager
BACK ROW:
Jason Adams, MBA
Partner Vice President Client Relationship Manager
Ryan Yarbrough
Partner Vice President Registered Client Administrative Manager
John Simpson
Partner Vice President Wealth & Portfolio Specialist
Joseph Fell, MBA
Partner Vice President Wealth & Portfolio Specialist
Scott Salvail
Partner Vice President Wealth & Portfolio Specialist
WEALTH MANAGEMENT
At Steward Partners
333 TEXAS ST., SUITE 1300, SHREVEPORT, LA 71101
318-674-4100
Steward Partners Global Advisory, LLC and 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. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP ® , CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
PAGE 2 318 FORUM /July 27 - August 2, 2022