Wells Fargo recruits $400M team from Merrill
Robert Duncan, Bradley Newman and Zachary Breverman opened Duncan-Newman Associates in Agoura Hills, Calif.
A team of advisers overseeing $400 million in client assets left Merrill Lynch last month to open a practice with Wells Fargo Advisors Financial Network, the bank's independent brokerage arm.
Robert Duncan, Bradley Newman, and Zachary Breverman opened Duncan-Newman Associates in Agoura Hills, Calif
Learn more about reprints and licensing for this article.