David P Filosa
75 Rockefeller Plz
New York NY 10019
212.415.8198
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Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

About Us
Meet Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Meet Our Team
David Filosa,

CFP®, CPFA®, SE-AWMA™

First Vice President, Wealth Management Advisor
212.415.8198
Peter Ross,

CFA, CFP®, CSRIC®

Senior Vice President, Wealth Management Advisor
212.415.7625
Jay Lefkowicz,

CFA, CMT®, CPFA®, CSRIC®, CTFA

Senior Vice President, Wealth Management Advisor
212.284.5555
Katherine Mendez,

CFP®, CSRIC®

Assistant Vice President, Senior Financial Advisor
212.415.7308
Alon Goldberg
Registered Senior Wealth Management Client Associate
212.415.8055
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.
Sharon Byrd
Employee Benefits Specialist
Bank of America, N.A.
Paul Vincent Barbarino
Employee Benefits Specialist
Bank of America, N.A.
Andre Reguinho
Retirement Specialist
Bank of America, N.A.
Expand to see all specialists
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.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CMT® and Chartered Market Technician® are registered trademarks owned by CMT Association.
Certified Trust and Fiduciary Advisor and CTFA are sponsored by the ABA Institute of Certified Bankers.