Jeffrey
Breese
AIF® CEPA®
Lead Advisor & Partner
Jeff founded The Wealth Stewards in 2017 and is one of the managing partners of the firm. Now in his 26th year in the industry, Jeff desires to serve a vital role in driving outcomes on behalf of the successful families and business owners he works with. His role is to conduct deep and ongoing discovery regarding the needs, wants, and wishes of his clients. Then he works diligently to collaborate with clients and other trusted professionals to help clients close the gap between where they are today and where they want to be.
“Jeff’s passion for serving successful families, especially family business owners, stems from his upbringing in a family-owned multigenerational business.”
Education
Bachelor of Science, Cum Laude
Boston University
Certifications/Memberships
Certified Exit Planning Advisor (CEPA® )
Private Wealth Advisor
Accredited Investment Fiduciary® certification (AIF®)
Chandler Compadres Life Member
Prior generations of his family owned a multi-generational business that was next door to the house he grew up in. This experience showed Jeff firsthand the benefits and pitfalls of all that comes with family businesses.
As a Certified Exit Planning Advisor (CEPA® ), he completed an extensive program in exit and succession planning for business owners and earned his Private Wealth Advisor designation from Raymond James. This designation reflects his experience in managing families, individuals, and organizations of significant wealth, and his mastery of methods and resources necessary to support their expansive financial interests. Jeff obtained his Accredited Investment Fiduciary® certification (AIF®) in 2019. He was named to the Raymond James Leaders Council in 2022 and 2023. For the past two years he has claimed a seat on the AdvisorHub’s Advisors to Watch* list. In 2024, he led The Wealth Stewards to the distinction of being named one of Forbes’ Best-In-State Wealth Management Teams.
Jeff is an active community servant, with a current focus to serve the Valley as a life member of the Chandler Compadres. He lives in Phoenix, Ariz., with his wife Elena, his daughter Mallory, and his son Everett. In the middle of the Arizona summer, you can find them all at their second home on Cape Cod, living out Jeff’s boyhood dream of having a home at the beach.
*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
