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The Polk Wealth Management Group specializes in high-net worth investing. He then went on to work at Ryan Beck and Prudential in their Managed Account and Mutual Fund Wrap Programs. Event Planner Logo Vector Logopik Event Planner Logo Planner Logo Planner Logo Design Registered in England and Wales No. . Clients Group and Global Wealth Management. Lloyds Bank plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 119278. 25 Gresham Street London EC2V 7HN. Deborah joined the Polk Group in 2008 and is a CERTIFIED FINANCIAL PLANNER.