Aiming to add high-net-worth clients and partner with CPAs, Dekreek aligns with Legacy Capital Advisors, LLC, part of the Avantax Community since 2021
Avantax, a community of tax-focused financial professionals within Cetera, welcomes wealth manager Barry Jay “BJ” Dekreek who transferred from LPL to Avantax seeking to broaden the investment solutions and overall services for high-net-worth clients while further growing his practice with centers of influence including CPAs and other tax professionals.
Dekreek is well-known in Atlanta and throughout Georgia thanks to being a standout scholarship golfer at Georgia State University and later played on various professional golf tours during the 1990s.
After golf, Dekreek started his wealth management career and has more than 20 years of experience as a wealth manager. He chose to align with Legacy Capital Advisors, LLC (Legacy) because he was attracted by their high-touch client service model and efficient back-office support.
“I work with high-net-worth individuals and emphasize serving business owners, and I love how Legacy’s back-office support frees me to have more facetime with clients,” Dekreek said. “I researched the market for a few years, and Legacy kept landing on the top of my list because of their Atlanta presence, their approach to investments, and the success their founders have had as business leaders who are committed to keeping a strong community presence. I had many options, but for me, Legacy and Avantax were the clear choice.”
Dekreek also embraces the tax-centric approach of Avantax and Legacy, and his growth plans include deepening relationships with CPAs and other tax professionals.
In welcoming Dekreek, Avantax Community Leader Clint Brookshire, CFP®, said: “BJ deserves a lot of credit for making a thoughtful decision on behalf of his clients and his practice to affiliate with Avantax and align with Legacy given the efficiencies created. He wants to continue growing and I’m confident BJ will have ample opportunity with the help of Legacy and its proven managing partners, Kevin Kelly and Chris Kirkland.”
Tax and financial professionals can learn more about Avantax by clicking here: https://www.avantax.com.
