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WEG CEO Jeff Dekko shares his company’s approach to staffing models, strategic decision-making and the significance of organic growth in the financial advisory industry.
The former Fidelity and Bluespring exec will serve on the board of directors at Parallel Advisors, a San Francisco-based RIA backed by private equity firm Golden Gate Capital.
The move from the trio of advisors in Ocala, Fla. comes several months after a $450 million team made a similar jump from the wirehouse to Raymond James.