Justin Breece, CDFA®, CEPA®
Managing Director | 480-870-0401
Justin Breece brings a unique skill-set combining corporate law and investment banking expertise to families, business owners, professionals, athletes, entertainers, charitable foundations and family offices. He is a comprehensive planning-based Wealth Advisor and Portfolio Manager Director with over 25 years of financial services experience.
He joined TSG Wealth Management in 2022, founding Breece Private Wealth Management. Previously, he served as Executive Director and Family Wealth Director at Morgan Stanley, and held positions as Wealth Advisor at UBS and Merrill Lynch in Scottsdale.
What sets Justin apart is his hands-on approach to portfolio management. As an active manager, he writes his own research and hosts his own podcasts, staying directly engaged with the markets and the strategies he builds for his clients. He also brings extensive experience in Alternative and Private Investments — a key distinguisher in how he serves sophisticated clients and family offices seeking opportunities beyond the traditional markets.
His educational credentials include a Juris Doctorate from Washington University in St. Louis and a B.B.A. from S.M.U.’s Cox School of Business. While he no longer practices law, that legal training helps give him a foundation few advisors bring to complex wealth and business transactions. Forbes recognized him as a Forbes Best-In-State Wealth Advisor for 2018 to 2022 and 2024 to 2026, and since 2014 he has been a guest speaker in A.S.U.’s W.P. Carey School of Business Master’s in Finance program.
He holds Series 7, 65, and 63 registrations, plus the Certified Exit Planning Advisor (CEPA) and Chartered Retirement Planning Counselor designations. His expertise spans active portfolio management, alternative and private investments, estate planning strategies, business succession, and liquidity events (sales, ESOPs, acquisitions, recapitalizations).
A lifelong Francophile, Justin is multilingual in French and holds dual citizenship. He earned his Master’s in Bordeaux Wine from the Wine School Guild, holds the French DALF certification, and is set to become the next Maître for the Commanderie de Bordeaux Phoenix chapter. Throughout his career he has maintained a “Midwestern ethic” emphasizing hard work, perseverance, and sincerity in all professional endeavors. Justin is married to his lovely wife Patricia, originally from the Loire Valley in France and they have two amazing daughters, Esmée and Adele.
AZ License #0E37797
CA Insurance License #0L87358
Resident State AZ
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
You may not know about Justin Breece…
Before his career in wealth management, Justin worked as an NFL and MLB agent and managed the careers of actors, actresses and four bands. He is also a four-time High School All-American swimmer and a classical guitarist.
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 – 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 – 6/30/19 (Source: Forbes.com). 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 – 6/30/18 (Source: Forbes.com). 2018 Forbes Best-In-State Wealth Advisors: Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 – 6/30/17 (Source: Forbes.com). See full disclosures.
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