Donovan Filpi

Donovan Filpi

Merrill Lynch Special Needs Team

Donovan Filpi is a Wealth Management Advisor and Vice President at Merrill Lynch. 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 wider support team. 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 PLANNERâ„¢ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

Conference Sessions

Investment 101