Michael Kotin
Managing Director - Investments at Wells Fargo Advisors | Garden City, New York, United States
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Michael Kotin serves as the Managing Director of Investments at Wells Fargo Advisors, where he leverages over 35 years of experience to guide individuals, families, and small business owners—particularly in the medical and legal professions—toward achieving financial security and independence. His expertise lies in retirement income planning, legacy planning, and sophisticated portfolio management, with a strong emphasis on tailored asset allocation strategies that align with each client’s unique goals and risk tolerance.
At Wells Fargo Advisors, Michael is deeply committed to empowering his clients to live fulfilling lives by ensuring their financial foundations are solid. He understands that financial security is not merely about accumulating wealth; it’s about creating a lifestyle that reflects personal values and aspirations. His approach combines a thorough understanding of investment strategies with a compassionate focus on client relationships, allowing him to make a meaningful impact on their lives.
Michael is currently spearheading several key projects aimed at enhancing client engagement and education around retirement planning and investment strategies. He is passionate about demystifying complex financial concepts, enabling clients to make informed decisions that will benefit their long-term financial health. By staying abreast of market trends and regulatory changes, he ensures that his clients are well-prepared to navigate the evolving financial landscape. Through his dedicated service and strategic insights, Michael Kotin continues to be a trusted advisor, helping clients not only preserve their wealth but also thrive in their personal and professional endeavors.
Managing Director - Investments at Wells Fargo Advisors in September 2003 to Present
Senior Vice President - Financial Advisor at Prudential Financial Securities LLC at Prudential Financial in January 1986 to January 2003
Assistant Manager at Salomon Brothers in January 1980 to January 1986
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Retirement Planning
Investment Strategies
Asset Allocation
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Discover more about Wells Fargo AdvisorsWhat is Michael Kotin email address?
Email Michael Kotin at [email protected]. This email is the most updated Michael Kotin email found in 2026.
What is Michael Kotin phone number?
Michael Kotin phone number is +14809416141.
How to contact Michael Kotin?
To contact Michael Kotin send an email to [email protected]. If you want to call Michael Kotin try calling on +14809416141. (updated on November 04, 2024)
What company does Michael Kotin work for?
Michael Kotin works for Wells Fargo Advisors
What is Michael Kotin's role at Wells Fargo Advisors?
Michael Kotin is Managing Director - Investments
What industry does Michael Kotin work in?
Michael Kotin works in the Financial Services industry.
Michael Kotin Email Addresses
Michael Kotin Phone Numbers
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