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.
Donovan has worked in financial services since 2005 and joined Merrill Lynch in 2006. He earned his B.A. in Psychology with a specialization in Business from UCLA. Donovan is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Chartered Retirement Planning CounselorSM designation awarded by the College for Financial Planning. He is also a recipient of the prestigious David Brady* award bestowed upon the Merrill employee who goes beyond expectations in his dedication to clients. Donovan also holds the Chartered Special Needs Counselor® designation.
Donovan lives in Vista, California, with his wife Jessica and their three children Luca, Gianni and Julie.