Career Opportunities

Looking to retire or sell your practice?

There are different options available for your transition structure. Let’s help tailor a package based on your goals.

Freedom of Independence

Help you AND your clients by choosing independence

  • Financial – Ability to structure a succession plan that works for you.
  • Client distribution – You have different options regarding transition plans for your clients. We believe your involvement in these plans is more than smart business; it is a responsibility to your clients.


Here’s how we can help you accomplish your goals:

WORK ENVIRONMENT
  • Over 60 years combined length of service for current advisors
  • Dynamics of an experienced team helps support informed and consistent relationships
  • Comfortable client meeting environment
CAPABILITY
  • Two Registered Senior Account Administrators
  • Office space is ready-to-go with phone, computer, printer
  • Ample bandwidth to add advisors/clients
TRANSITION
  • Various transitional support and services available
  • Operational support provided
SUCCESSION PLANNING
  • Access to experienced succession planning advisors
  • Personalized succession plan based on your practice and your goals.


Whether you are actively looking to transition your business or beginning to explore retirement options, we’d like to help you lay the groundwork for taking control of your financial future.


Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Duncan-Newman Associates is a separate entity from WFAFN.
Duncan-Newman Associates

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, FL, IA, ID, IL, MA, MD, MN, MT, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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