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

Denis Poljak, CIMA, CFP
First Vice President
Wealth Advisor
Senior Portfolio Manager
Senior Investment Management Consultant

From the time Denis first arrived in Shreveport in 1990, he knew that this was a special place. A native of Bosnia and Herzegovina, Denis came here as a student at Centenary College. He soon realized that his new home was indeed a land of opportunity and after receiving his undergraduate degree in Accounting and Business Administration, he went on to earn his MBA from Louisiana Tech.

Denis didn’t stop there. He continued to broaden and deepen his knowledge and was awarded two prestigious industry designations, Certified Financial Planner (CFP) from the College of Financial Planning and Certified Investment Management Analyst (CIMA) from the Wharton School at the University of Pennsylvania. After years of study, he received his PhD in Economics from the University of Sarajevo in 2011. In addition, Denis is a credentialed Morgan Stanley Senior Portfolio Manager and plays a major role in positioning client investments for a myriad of objectives. He also earned the firm’s Senior Investment Management Consultant designation for his ability to provide high net worth clients with consulting services and advice.

After beginning his financial advisory career at Merrill Lynch in 1995, Denis joined Morgan Stanley in 2009. He established The King Poljak Group with his brother Davor and John King to better serve the needs of clients seeking comprehensive wealth management and personalized investment management strategies. A member of The Rotary Club and Ark-La-Tex Ambassadors, Denis is also an avid supporter of the Shreveport Opera, Shreveport Symphony and Shreveport Public Radio. He is an active Centenary alumnus who works with the college to enhance its already strong reputation in the community.

Denis resides in his adopted city of Shreveport with his wife, Susannah, and their children, Thomas and Laura Charlotte.

John King
First Vice President
Financial Advisor

With more than 30 years of financial services experience, John is the senior member of The King Poljak Group. His vast industry knowledge helps him advise clients in a variety of economic and market environments. In addition, John is especially adept at helping clients simplify the complexities inherent in such disciplines as Rule 144 transactions, foreign currencies, tax-free income portfolio design and technical analysis of stock trends.

The former manager of Morgan Stanley’s Shreveport branch (1991-2001), John understands how to help clients access capabilities that can make a major difference in creating and implementing their wealth management strategies. Indeed, John’s experience has been particularly useful in advising families who seek to extend the advantages created over a lifetime to future generations.  The many years he spent working in and managing his family’s restaurant and marina in Oil City, Louisiana have further contributed to his insights on what makes a family business successful. Today, John shares those insights with clients so that they can perpetuate their success for generations to come.     

When not working hard for his clients, John and his wife, Pennye, raise and train paint horses and spend a lot of time outdoors on Caddo Lake.

Davor Poljak
Vice President
Financial Advisor
Senior Portfolio Manager

A former business owner, Davor understands the unique challenges faced by entrepreneurs and family businesses. He operated his own successful tennis academy in his native country of Bosnia after graduating from Centenary College with a degree in Business Administration and working at several prominent tennis academies around the US.

In 2006, the opportunity to work with his brother Denis in the financial services industry was too tempting to refuse. Davor relished the idea of working in a family business that was dedicated to helping other families. He now plays a key role in managing the team’s client relationships.

Like his brother, Davor believes that client education and service are critical. He spends much of his time keeping clients informed about research and industry trends that could affect their portfolios and overall wealth management plans. In addition, he is a Morgan Stanley Senior Portfolio Manager who provides substantial input to the team’s investment management process. When not spending time with his clients, Davor is a devoted member of Progressive Executives and the national Alumni Board of Centenary College of Louisiana. He and his wife, Megan, are proud parents of their son David. They reside in Shreveport.

Jason Adams
Portfolio Management Associate

Jason serves as the Group’s Portfolio analyst, providing us with invaluable insights on market trends that influence the design of our client portfolios.

Jason joined Morgan Stanley in 2009 after beginning his financial services career at AG Edwards five years earlier. He received both his MBA and undergraduate degree in Business Administration from Stephen F. Austin State University and is convinced that continuing his education will enable him to maximize his value to clients and help them make more informed decisions.

Originally from Center, Texas, Jason now lives in Shreveport.  When not working with our clients, he enjoys playing golf, reading, running and attending sporting events.

Tomislav "Tommy" Poljak
Senior Client Service Associate

The father of Denis and Davor, Tommy joined the group in July 2010. His extensive business experience has enriched our ability to provide clients with the service they demand and deserve.

A former metallurgical engineer who served as a Vice President and member of the Board of Directors at RMK Zenica, one of southern Europe’s largest steel conglomerates, Tommy is fluent in several languages. He was a 16 time national tennis champion of Bosnia and Herzegovina and, as President of the former Yugoslav Tennis Association, Tommy led the Yugoslavia Davis Cup team in 1984 and 1985.

War prevented Tommy and his wife from joining their sons in Shreveport for several years. They look at their family reunion as one of the great achievements of their lives and greatly enjoy living here where Tommy works with his sons, continues to play and coach tennis and spends as much time as possible with his three grandchildren.

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