Patty Breeze, CLU, CFP®
Senior Wealth Advisor, President - Breeze Financial LLC
A Sharp Woman, with a Sharp Mind
Patty M. Breeze has been working in the financial services industry since 1981. She has built a successful insurance and investment practice as an insurance broker, Insurance consultant and an investment adviser representative and is proud to be a licensed Certified Financial Planner and Charter Life Underwriter. In 2021, she became affiliated with Accurate Advisory Group, a Registered Investment Advisory Firm. Patty is licensed in Kentucky, Indiana and Florida to do business as an investment advisor representative, insurance broker and financial planner. Patty concentrates on providing quality services and products to her clients. Her mission is to help clients understand what she recommends and how it will benefit them, their families and their businesses; so that, they can make the best decisions in achieving their financial needs, wants and goals. Retirement, estate, and long term care planning are major parts of her financial service practice.
She has been a member of the Lexington Chapter of the Society of Financial Service Professionals where she served as President and is a current member of the Financial Planning Association and the National Association of Insurance and Financial Advisors.
Patty is active in her community and has served on several non-profit organizations’ boards of directors and committees including:
· The Living Arts and Science Center (President 3 times)
· The Center for Women, Children and Families (Past President 3 times, Past Treasurer & Emeritus Board Member)
· The American Heart Association – Circle of Red
· The United Way of the Bluegrass – Financial Allocation Committee
· Japan American Society of Kentucky
· Woodford County Theatrical Association
· Transylvania University Alumni Association Board
· Midway University Business Advisory Board
Patty’s business activism is evident in her active membership with Commerce Lexington where she has been a Small Business Sponsor of Commerce Lexington Public Policy Luncheons and the Woodford County Chamber of Commerce.
Patty is a founding member of the Lexington chapter for the National Association of Women Business Owners (NAWBO) where she has served as President and Vice President. She was honored by her NAWBO chapter with the “Member of the Year Award.” Patty co-chaired the 2002 Annual National Conference of NAWBO in Salt Lake City, Utah, and served on the National Board of Directors of NAWBO for four years (2000 – 2004). She is a lifetime member of NAWBO and has served as the President of the NAWBO Kentucky Foundation Board.
Additionally, Patty was awarded the Small Business Administration’s 2002 Woman Business Advocate of the Year for the State of Kentucky and the Small Business Administration’s 2004 Small Business Advocate of the Year for Financial Services. She has also served on KY Governor Bereton Jones’ task force to Study Businesses Owned by Women in the Commonwealth of Kentucky. In 1995 she was elected as a delegate to represent Kentucky at the White House Conference on Small Business.