Wes Gottesman,
CEPA® Financial Advisor, Certified Exit Planning Advisor®Wes is a Financial Advisor and partner, where he works alongside a multi-decade team to advise high-net-worth individuals, families, and business owners on complex financial matters.
With nearly a decade of experience in the industry, Wes specializes in comprehensive wealth management, including investment strategy, asset allocation, alternative investments, and advanced planning solutions. He is particularly focused on working with business owners, helping them grow, protect, and ultimately transition their businesses through thoughtful exit planning and strategic advisory.
As a Certified Exit Planning Advisor® (CEPA®) and a graduate of Columbia Business School’s Executive Education program in Mergers & Acquisitions, Wes brings a unique perspective that bridges traditional wealth management with investment banking capabilities. He provides clients access to institutional-level resources, including capital markets, private investments, and M&A advisory.
Wes graduated from Dickinson College in 2016, with a Bachelor of Arts in Economics and began his career at Raymond James in the Asset Management Sales department, and later as a Financial Consultant on the Transitions team, before joining his father, Allan Gottesman in the family, wealth advisory group.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.
