DUNCAN-NEWMAN ASSOCIATES - Key Persons

Bradley Newman - Managing Director

Job Titles:
  • Branch Manager
  • Managing Director

Fariba Hekmat

Job Titles:
  • Senior Registered Account Administrator
Fariba has more than 20 years of experience in the financial services business, and joined the financial industry in 1985. She helps clients with their account administrative needs and requests for information. This includes opening and maintaining accounts, entering trades and solving any account administrative problems for clients. Fariba has a Bachelor's degree in Industrial Arts from California State University in Los Angeles, California. She lives in Agoura Hills, California with her two daughters.

Hasan Najmuddin

Job Titles:
  • Financial Advisor

Laura Tully-Cox

Job Titles:
  • Senior Registered Account Administrator
Laura has over 40 years of business administration experience, of which, 22 years has been in the financial services industry. She takes great care in assisting clients with their personal financial account needs, as well as with the wide range of services we offer through Wells Fargo affiliates. Laura is a graduate of Pacific Legal Arts with a Legal Secretary certificate. She and her husband, John, live in Camarillo, California.

Robert C. Duncan

Job Titles:
  • Managing Principal
Robert has acquired a deep knowledge of investments since entering the financial services industry in 1983 and establishing Duncan-Newman & Associates in 2016. He and Brad Newman have been working together since 1997. Robert holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc. In addition, Robert is a qualified financial advisor who, not only provides traditional advice and guidance, but also helps clients pursue their investment objectives by recommending individual, or any combination of, Wells Fargo Advisors Financial Network or approved third-party investment managers' strategies, funds or portfolios. Many clients have worked with Robert for more than a quarter century. He focuses on developing investment strategies and retirement planning strategies that seek to address each client's individual needs. Robert earned a dual Bachelor's degree in Economics and History from Loyola Marymount University in Los Angeles, California. He is deeply involved in his community through his roles as Director of the Santa Barbara Navy League, past president of the Santa Barbara Maritime Museum, and Santa Cruz Island Advisory Council member, along with his participation in other nonprofit organizations. Robert and his wife, Carolyn, live in Santa Barbara, California, with their daughter, Emily. Robert was ranked as a Forbes Best-In-State Wealth Advisor for 2021, 2022, and 2023.

Zachary Breverman - EVP

Job Titles:
  • Executive Vice President
Zachary's mission is to help provide clients a path to financial success. Through specialized planning and a knack for connecting the dots, Zac is able to work hand in hand with clients to help determine efficient ways for them to achieve their financial goals. The process is simple but effective. Zac holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc.