My Story

The individuals, families, and institutions I serve are exceptional. They are business owners, entrepreneurs, international CEOs, as well as high-achieving professionals, athletes, and entertainers. They expect excellence in others because they demand it from themselves. And they all share a common goal, to harness the rewards of their hard work and make sure their family is cared for in the future. 

Wealth management for discriminating clients requires special attention and focused resources. As a former Corporate Lawyer handling Mergers and Acquisitions (I’m a non-practicing attorney at Morgan Stanley), I have vast knowledge of business structures and investment banking. My financial services career spans more than 17 years and I’ve earned the prestigious distinction of Portfolio Management Director. This allows me to manage client assets in a discretionary basis.

My multidisciplinary background gives me the ability to understand all sides of the equation and build sophisticated strategies to help you reach your financial goals – whether you’re navigating an intricate business deal or a complex life event; like divorce, birth, death, a medical situation, or the transfer of wealth.

With high competency in both the French and German languages, I maintain international relationships worldwide, consume global news sources daily, and understand how global events may affect our investment strategy in an ever-increasing interconnected world market.My services include:
  • Financial Planning
  • Wealth Management for Startup Entrepreneurs
  • Divorce Financial Analysis
  • Business Planning & Exit Strategies
  • Business Succession Planning
  • Asset Management
  • Retirement Planning
  • Education Planning
  • Estate Planning strategies
  • Life Insurance reviews
  • Long Term Care Insurance
  • Access to Cash Management and Lending
Securities Agent: AZ, WA, UT, TX, SD, SC, PA, OR, OK, OH, NY, NV, NM, NJ, MT, MO, MI, LA, IN, IL, GA, FL, DE, CO, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 1279092
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Associations

Justin serves on the Board of Directors for the International School of Arizona, a multi-language private institution located in Scottsdale, AZ, that holds the esteemed AEFE (Agency for French Education Abroad) accreditation. He is also a member of the Commanderie de Bordeaux and is studying to achieve his Wine Scholar Guild Masters in Bordeaux designation.
  • Phoenix Committee on Foreign Affairs
  • American Bar Association
  • Divorce Financial Analysts Institute
  • IMCA Investment Management Consultants Association
  • Alliance Francaise
  • Commanderie de Bordeaux
  • Wine Scholar Guild

Working With You

Whether I’m helping you navigate estate planning strategies, business succession or asset allocation, my first step in creating a customized financial strategy is to listen. I want to know your current concerns, the future you envision, and the past that brought you here. I then put my multi-professional background and global experience to work, designing a financial roadmap that we’ll monitor and adjust as needed. I also work hand-in-hand with your trusted advisors, including attorneys and CPAs, to help ensure that your wealth management plan is both coordinated and comprehensive.

If you’re a business owner, you understand how complex business transitions can be. Creating and growing a successful business is seldom just about money, nor is the decision to exit the business—whether that exit is through an IPO, merger with another company, private sale or succession within the family. When the time comes, I have the experience to support and guide you through this process every step of the way.

I bring a Midwestern ethic to all that I do—an unwavering belief in hard work, perseverance, sincerity, and lending a helping hand. Working with the full resources of a global financial firm behind me, I’ll help build, preserve, and protect your wealth so that you can meet your goals and pursue a life well-lived.

To establish a free initial consultation, please call me at (480) 624-5719 or via email Justin.Breece@ms.com.

    Clients

    All of my clients have worked hard to create a meaningful life for themselves, and need help managing and ultimately transferring their assets. Some seek guidance with complex business deal structuring. Others are recently divorced and benefit from my Certified Financial Divorce Analyst designation, a designation that helps me advise clients on the financial complexities associated with a divorce.

    For clients living the entrepreneurial life, I offer the financial guidance and insight that comes from experience. Sleeping on office floors, working around the clock seven days a week – I survived it all at a start-up that grew from 6 to 300 employees within one year. I understand the demands, the excitement, the challenges, and the risks that entrepreneurs face – I lived it myself.

    Cultivating multi-generational relationships is a particularly gratifying area of focus for me. Balancing my extensive experience with a youthful energy, I am able to offer families continuity between generations—continuity of guidance, values, and a lasting family legacy for decades to come. Whether planning for clients’ estates, or their children’s education, I craft portfolios aimed at preserving capital, meeting current financial needs, and creating the future you want for yourself and your family.

    I purposely keep my practice small and intimate so that I can focus on providing premium service to each of my clients. By paying close attention to every nuance, I can help you make the best financial decisions possible.

      Education

      - Washington University School of Law - St. Louis, MO

      - S.M.U. Cox School of Business - Dallas, TX

      - St. Louis Country Day School - St. Louis, MO
      • Experience
        As a comprehensive planning-based Wealth Advisor and Portfolio Manager Director with over 17 years of experience in financial services, Justin also brings a highly unique skill-set of an accomplished non-practicing Corporate Attorney and Investment Banker to select families, business owners and businesses, professionals and professional athletes / entertainers, charitable foundations and family offices.

        Prior to joining Morgan Stanley in 2013, Justin worked as a Wealth Advisor for UBS and Merrill Lynch in Scottsdale. He earned his Juris Doctorate from Washington University in St. Louis, a B.B.A. from S.M.U.'s Cox School of Business and was recognized in 2002 by the St. Louis Business Journal as one of the “Top Business Professionals Under 30”. Additionally, he has been recognized in 2014, 2015 & 2016 as a “Top Wealth Manager in Phoenix” by Five Star Wealth Managers. Since 2014, Justin has served as a guest speaker at A.S.U.’s W.P. Carey School of Business Masters of Finance class. He currently holds his Series 24, 7, 65, 63 and has achieved the highly regarded Chartered Retirement Planning CounselorSM designation. Justin has extensive experience with Long Term and Retirement Care, and is also accredited to offer Life and Health insurance.

      Client Service Team

      • Melissa Crews - Senior Registered Representative
        Melissa Crews is a Registered Service Associate working with Justin Breece at Morgan Stanley. She has over 13 years of industry experience, and is responsible for day to day administrative and operational needs where she passionately delivers white glove client service.

        First starting her career as an intern at Morgan Stanley in 2006, she moved her way up to investment services where she held various roles, including client service and administration. She holds her Series 7, Series 66 and Insurance Licenses.

        Melissa was born in Michigan and moved to Arizona in 2005 where she achieved her Bachelor Degree in Business at Arizona State University. Melissa lives in Phoenix with her husband, Jason and 1 year old son, Gunnar, where she enjoys hiking, camping and spending time with family.

      Location

      14850 N Scottsdale Rd
      Suite 600
      Scottsdale, AZ 85254
      US
      Direct:
      (480) 624-5719(480) 624-5719
      From My Desk

      Your Responsibilities as a Retirement Plan Sponsor


      Investment and Market Perspectives

      On the Markets

      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
      Investing in Artificial Intelligence and Automation

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      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      Facing Financial Stress? Your Employer May Be Able to Help

      Facing Financial Stress? Your Employer May Be Able to Help

      Many of us face money worries. You may be able to get advice and education from an unexpected source.

      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
      From Clueless to Clued In: Teaching Teens About Money

      From Clueless to Clued In: Teaching Teens About Money

      As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      Philanthropy

      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing
      Choosing an Environmental Charity

      Choosing an Environmental Charity

      There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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      Ready to start a conversation? Contact Justin Wade Breece today.
      Market Information Delayed 20 Minutes
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