Brent Mekosh
Brent’s passion lies in deeply understanding the core values of his clients and guiding them to achieve more than they could have ever imagined. Since his first stock investment at the age of 12, financial planning and wealth management have been an integral part of Brent’s life. After graduating with a B.S. in Finance from the University of Colorado at Boulder in 1995, Brent went to work in New York City on the trading floor of the New York Stock Exchange (NYSE) with a predecessor firm of Bear Wagner Specialists. During that time, he quickly rose to become Vice President of trading and a member of the NYSE. After trading hours, he earned an MBA in Finance and International Business from New York University.
In 2006, Brent embarked on a year-long backpacking adventure across Africa, India, Australia, and Southeast Asia, and North America. This journey not only broadened his perspective on life, but also deepened his understanding of diverse cultures and economic systems. Settling in Arizona, he joined Raymond James in 2007, committed to building a practice focused on the financial well-being of his clients. In 2024, Brent partnered with his long-time friend Jeff Breese at the Wealth Stewards.
Brent is a CERTIFIED FINANCIAL PLANNER™ Professional, Certified Exit Planning Advisor® and Certified Investment Management Analyst®, holding the Series 4,7,24,31,51,63 and 65 licenses. His commitment to the community is evident through his membership in Valley Estate Planners and his participation in Scottsdale Leadership, Class XXIV. Learn more here.