Donovan Filpi

Donovan Filpi

Merrill - Special Needs Team

Donovan Filpi is a Wealth Management Advisor and First Vice President with the Special Needs Team at Merrill Lynch Wealth Management. Donovan works closely with clients in Orange County and San Diego, developing customized strategies to help them identify their life goals and pursue those objectives with clarity and resolve. He enjoys developing long-term relationships that attest to his deep-seated interest in the comfort and well-being of clients, their family members, and community.

Conference Sessions

D6 – Investments Authorized By Statute: From FDIC Insurance To The Prudent Investor Act And The NEW & IMPROVED Fiduciary Income And Principal Act Rules