Jeffrey BreeseAIF® CEPA® 

Jeffrey Breese

AIF® CEPA® 

Managing Director

Jeff founded The Wealth Stewards in 2017 and is the managing partner of the practice. Now in his 21st year in the industry, Jeff desires to serve a vital role in driving outcomes on behalf of the successful families and business owners that 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.

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 first-hand the benefits and pitfalls of all that comes with family businesses.

Jeff received a bachelor’s degree from Boston University in 1999 and has been striving to better understand how to serve clients ever since. 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. Jeff was named to the Raymond James Leaders Council in 2022 and 2023, and in 2023 claimed his seat (35th) on the AdvisorHub’s Top 100 Solo Advisors to Watch** list.  Most recently, The Wealth Stewards was named one of Forbes Best-In-State Wealth Management Teams for 2024.

He’s an active community servant, with his current focus on serving the Chandler area as a life member of the Chandler Compadres. He lives in Phoenix, Arizona with his wife Elena, his daughter Mallory and 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 to have 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 advisor’s future performance. No fee is paid in exchange for this award/rating.