2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
Chase Breeden
I work with select individuals and families who are committed to achieving their retirement goals by helping them balance saving for the future while living in the present. I am dedicated to building trustworthy relationships and guiding clients...
ABOUT CHASE
I work with select individuals and families who are committed to achieving their retirement goals by helping them balance saving for the future while living in the present. I am dedicated to building trustworthy relationships and guiding clients through life’s transitions, overcoming complexity and removing emotions from investing.
Utilizing the vast resources of Edward Jones, I strive to simplify my clients’ lives by finding investments that fit their life goals. I believe in holding quality, long-term investments with innovative business ideas that meet each client's unique goals.
From an early age, I knew my purpose was to serve others. Raised in a small Midwestern farm town, I learned what it meant to work hard and care for those around me. Integrity, authenticity and transparency are core values I carry in my personal and professional life.
Since joining Edward Jones in 2021, I have been committed to keeping up with the latest investment strategies and have received the Accredited Asset Management Specialist™ designation.
Before joining Edward Jones, I worked as a paraplanner for CFD Investments. As a lifelong learner, I previously worked in education leadership and hold a master’s in education from Florida State University, an MBA from East Carolina University and a bachelor’s degree from Illinois State University.
A native of Tremont, IL, I live in Garner, NC, with my wife, Juliann; our son, Jackson; and our Golden Retriever, Maggie. I care deeply about my community and am a Raleigh Rotary member. I am passionate about food insecurity, affordable housing and access to education.
Outside the office, I enjoy traveling and spending time at the beach and in the mountains. I am also a foodie who loves trying new restaurants in Raleigh. An avid sports fan, I am especially devoted to Florida State football.
