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


Wesley M. Kotys
Founder, Chief Executive Officer
Kotys Wealth Professionals
United States, Illinois, Chicago
About Me
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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