Edward Kotak

With over 15 years of experience in the financial services industry, Edward Kotak leads Island Wealth Solutions with a mission to empower clients through professionalism, knowledge, and clarity. As a trusted financial advisor, Edward specializes in working with company 401(k) plans, individual families, high-performing sales leaders, and educators in the public school sector.  His personalized approach ensures that each client feels confident and informed about the strategies and plans they put in place together. Whether guiding a business through retirement planning or helping a family secure their financial future, Edward is committed to making complex financial matters understandable and actionable.  Outside of the office, Edward enjoys spending quality time with his family, exploring new destinations, and hitting the open road on his motorcycle. A self-proclaimed tequila and bourbon connoisseur, he also has a deep love for dogs and the joy they bring to life.

Edward is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC. Edward offers securities in New York and is insurance licensed in New York.