Edward Kotak

Edward is the CEO of Island Wealth Solutions.  He is a full scale financial professional with the licenses to be able to help his clients with the proper strategies.  He also recruits, trains and mentors financial professionals to come into this firm to become a more holistic professional and reach their true potential in this industry.   He is a true leader in the industry and his philosophy is simple, put people first!

Being in the industry since 2011, I have been with several fortune 100 companies such as JP morgan and New York Life before taking the position as CEO of Island Wealth Solutions.  Being a top leader in the industry at these previous firms gives me perspective on how to help professionals reach their true potential and educate them and their clients about the importance of financial services. 

Personally I am born and raised in Long Island and enjoy sports, spending time with my family, an occasional bourbon, traveling and riding my motorcycle!

Edward is a Registered Representative of, and securities are offered solely by, Equity Services, Inc., Member FINRA/SIPC, 410 Motor Parkway, 2nd Floor, Hauppauge, NY 11788, 631-582-6400. Island Wealth Solutions is independent of Equity Services, Inc. Edward offers securities in the following states: NY and is insurance licensed in NY.