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Wesley M. Kotys

Founder, Chief Executive Officer

Kotys Wealth Professionals

United States, Illinois, Chicago

About Me

As Founder and President of Kotys Wealth Professionals, Wesley (Wes) Kotys brings nearly 20 years of financial planning and investment management experience to the firm. Also acting as Senior Portfolio Manager and Senior Wealth Advisor, Wes is intricately involved in our day-to-day business, managing investment models and conducting research utilizing our highly disciplined rules-based process. Prior to launching Kotys Wealth Management in 2007, Wes spent nearly a decade with major broker-dealers, such as Prudential Financial and Edward Jones. At Edward Jones, he had one of the fastest growing offices in the country. A second generation financial adviser, Wes was also in the top 10% of al

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Profile Information

Founder, Chief Executive Officer

Kotys Wealth Professionals

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Chicago

Illinois

United States

Jul 24, 2024

Work Experience

Edward Jones

Financial Advisor
Dec 2003 - Jul 2007

Prudential Financial

Financial Advisor
Oct 1999 - Dec 2003

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