Donovan Filpi Headshot Image
Donovan Filpi
,
First Vice President, Wealth Management Advisor
NMLS #637273
1000 Aviara Parkway
Carlsbad, CA 92011
760.930.3110
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As your Merrill advisor, I can provide you with advice and guidance to help you develop a personalized financial strategy — and help you consider your risk tolerance, time horizon and liquidity needs.
Profile

As a husband and a father I feel it is my duty to provide my family with the emotional support and financial stability we require to navigate the challenges that life presents. Understanding that each obstacle requires a different approach helps me to be that person they can rely on during both certain and uncertain times. I strive to provide a similar foundation to my business and client relationships. Given the volatile nature of the financial markets over the past several years, many people have lost faith in their ability to effectively plan and achieve their financial goals. My focus is to restore that faith and put clients back on track through the prudent balance of risk management and allocation structure within their portfolios. I am a partner of the Special Needs Team here at Merrill, a dedicated group of financial advisors and client associates who work closely with other special-needs professionals and family members to improve the long-term well-being of individuals who are unable to care for themselves. Our work is more than a profession — it’s a passion. For decades we have focused on providing financial strategies to address the challenges and issues that you and your clients face.

I am dedicated to providing a one stop, concierge style wealth planning service. Clients leverage my knowledge and the vast network of resources I have to provide the most convenient strategies to help meet their needs. I also work with clients’ attorneys and tax advisors to address their specific financial situations and estate planning issues. This allows clients to focus on what is important to them: their families, health and professions.

My business philosophy is built on five primary goals: 1. Concierge style financial service for clients and their families 2. Understanding client’s needs and objectives 3. Providing clients capital markets understanding 4. Preserving client assets, while still participating in the markets 5. Trust

I earned my BA degree in psychology with a business specialization from UCLA in 2000. I have worked in the financial services industry since 2005, joining Bank of America/Merrill in 2006. I was honored to be named a recipient of the prestigious David Brady* award in 2021, bestowed upon the Merrill employees who go beyond expectations in their dedication to clients.

I live in Vista, California, with my wife Jessica and children Luca, Gianni and Julie. I am an active member of my church and spend my free time running, cooking and enjoying San Diego County with my family and friends.

*Bank of America Corporation’s David Brady Community Service Award is named for David Brady, a Merrill financial advisor who died in the terrorist attacks of September 11, 2001. He was highly respected for putting the client first and giving back to his community. The award that bears his name was created in 2007 and seeks to honor individuals within Bank of America Corporation Global Wealth & Investment Management who continue to emulate David’s ethos. I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

About Me
Welcome

One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Andrew Broughton
Wealth Management Banking Specialist
Merrill
Rommel M Orje
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637394
About Merrill

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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.
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.
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.
Donovan R. Filpi is registered to do business in AZ, CA, CO, DE, FL, GA, IA, ID, IL, MI, MT, NC, NH, NJ, NM, NV, NY, OR, TX, UT, WA, WY.