Shreveport, LA Office

Scott Salvail is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Raymond James Financial Services, Inc. and Morgan Stanley Private Bank. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services.

Denis Poljak is a CFP® with over 31 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. His career includes previous roles at Morgan Stanley Private Bank and Raymond James Financial Services. He is also the owner of Poljak Group Wealth Management, a support company unrelated to investment activities. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations with a range of investment advisory and financial planning services, offering both discretionary and non-discretionary portfolio management through various Steward Partners-branded solutions and selected third-party managers.

Davor Poljak is a financial advisor at Steward Partners Investment Advisory, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Private Bank and Raymond James Financial Services. He is also the owner of Poljak Group Wealth Management, a support company based in Shreveport, LA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering investment advisory, financial planning, and managed account programs with both discretionary and non-discretionary portfolio management.

Joseph Fell is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Morgan Stanley and Raymond James Financial Services. He is also the owner of Poljak Group Wealth Management, a wealth and portfolio specialist support company. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a range of investment advisory and financial planning solutions.

Jason Adams is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Raymond James Financial Services. He is also the owner of Poljak Group Wealth Management, where he serves as a client relationship manager. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and portfolio management services.

John Simpson II is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Morgan Stanley and Raymond James Financial Services. He is also the owner of Poljak Group Wealth Management, a wealth and portfolio specialist business based in Shreveport, LA. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management options.