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
Merrill Lynch Wealth Management
760.930.3116
Merrill Lynch Wealth Management
760.930.3108
Senior Vice President, Wealth Management Advisor
760.930.3116
Vice President, Senior Financial Advisor
760.930.3120
Resident Director
858.677.1329
Financial Advisor
760.930.3119
Randy Taylor Headshot Image
First Vice President, Senior Financial Advisor
760.930.3135
Senior Vice President, Wealth Management Advisor
760.930.3134
Donovan Filpi Headshot Image
Senior Vice President, Wealth Management Advisor
760.930.3110
Merrill Financial Solutions Advisor
760.930.3111
Solmaz Morales Headshot Image
Merrill Financial Solutions Advisor
760.930.3149
Vice President, Wealth Management Advisor
760.930.3124
Vice President, Wealth Management Advisor
760.930.3115
Financial Advisor
760.930.3132
Financial Advisor
760.930.3106
Officer, Merrill Financial Solutions Advisor
760.930.3104
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About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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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.
ChSNC® and Chartered Special Needs Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.
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.