Carlsbad, CA

Merrill Lynch Wealth Management Office
1000 Aviara Parkway
Suite 200
Carlsbad, CA 92011
760.930.3100
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Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising or turbulent markets—and we are well-positioned to help you address your wealth planning challenges and opportunities. Please note: This location is not currently accepting ANY deposits
Carlsbad, CA
Merrill Lynch Wealth Management
Advisors at This Location
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Merrill Lynch Wealth Management
760.930.3135
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Merrill Lynch Wealth Management
760.930.3116
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Merrill Lynch Wealth Management
760.930.3108
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Vice President, Senior Financial Advisor
760.930.3120
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Financial Advisor
760.930.3106
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Randy Taylor Headshot Image
First Vice President, Senior Financial Advisor
760.930.3135
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Senior Vice President, Wealth Management Advisor
760.930.3116
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Vice President, Wealth Management Advisor
760.930.3115
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Financial Advisor
760.930.3132
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Financial Advisor
760.930.3119
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First Vice President, Wealth Management Advisor
760.930.3134
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Vice President, Wealth Management Advisor
760.930.3124
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Donovan Filpi Headshot Image
First Vice President, Wealth Management Advisor
760.930.3110
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Resident Director
858.677.1329
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Merrill Financial Solutions Advisor
NMLS #1585439
760.930.3111
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Solmaz Morales Headshot Image
Merrill Financial Solutions Advisor
NMLS #671255
760.930.3149
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Merrill Financial Solutions Advisor
NMLS #2447485
760.930.3104
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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
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