The King Poljak Group - Morgan Stanley Team - SHREVEPORT, LA
Morgan Stanley
The King Poljak Group
at Morgan Stanley
Portfolio Management Group
333 Texas Street
Suite 925
tel: (318) 677-5426
toll-free: (800) 737-4232 
fax: (318) 227-1650

At The King Poljak Group, we take pride in our personalized approach to wealth management that has enabled us to serve our clients and their families from generation to generation. We are committed to helping you identify and reach your most important objectives with strategies designed specifically with your needs, attitudes and values in mind. And if we do say so ourselves, our credentials are impeccable:

  • A PhD in Economics.

  • Advanced industry designations like Certified Investment Management Analyst (CIMA) from the Wharton School of Business at the University of Pennsylvania and Certified Financial Planner (CFP)

  • Years of experience helping clients address both sides of their personal balance sheets and every aspect of their finances.

The King Poljak Group offers the personal attention you would expect from a local team of dedicated financial professionals, but we also provide access to the vast resources of Morgan Stanley, one of the world’s most respected financial services firms. This combination helps us provide our clients with the advice and guidance they need to:

  • Retire with confidence, not compromise

  • Transfer wealth to the next generation

  • Support aging parents without depleting a legacy

  • Adapt to divorce or the death of a loved one

  • Exit a business or start a new one

Whatever your challenges, we can help you surmount them... and always with a cohesive plan that reflects your unique circumstances, timeframe and risk tolerance.

Bulletin Board
  • See May On the Markets from the Global Investment Committee featuring

    • "Don’t Get Caught Flat- Footed" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, sees investing as a contact sport. There are times you are going to get hurt, but if you don’t play with a purpose, you are likely to hurt a lot worse.

    • "Growth a Little Later, Rate Hike a Little Sooner" First-quarter US economic data was disappointing, but we expect better reports as the year progresses. We now anticipate the Fed hiking interest rates in December instead of March 2016, our previous forecast.

    • "Still Bullish on Global Equities" Morgan Stanley & Co. strategists see the greatest upside potential in Europe, Japan and the US, and the least in the emerging markets.

    Plus, more on equities, fixed income securities and a Q&A on global investing with Carmel Wellso, director of research and a fund manager for Janus Funds.

  • To see timely market recap, see Cash Market Rates Snapshot. 

  • Is your mailbox overflowing? Start receiving your monthly statements, trade confirms, prospectuses and more online. Just sign up for E-Delivery.

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
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