Merrill Lynch Financial Advisor Donovan R. Filpi
1000 Aviara Parkway, Carlsbad, CA 92011
Location & Phone number
1000 Aviara Pkwy STE 200, Carlsbad, CA 92011, United States
About the Business
Merrill Lynch Financial Advisor Donovan R. Filpi is a finance institution located at 1000 Aviara Parkway, Carlsbad, California, United States. As a Merrill advisor, Donovan provides personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. With a focus on restoring faith in financial planning, Donovan aims to help clients navigate the volatile markets through a balance of risk management and portfolio allocation structure.
With a background in psychology and business, Donovan has been in the financial services industry since 2005, joining Bank of America/Merrill in 2006. He is dedicated to providing a concierge-style wealth planning service, working closely with clients, attorneys, and tax advisors to address specific financial situations and estate planning issues.
Donovan's business philosophy is built on providing client-centered financial services, understanding client needs and objectives, and preserving client assets while participating in the markets. He believes in trust and building long-lasting relationships with his clients and their families.
By leveraging the resources of Merrill Lynch Wealth Management, Donovan offers personalized financial plans centered on clients' goals and priorities. He believes in understanding clients on a personal level to develop individualized investment strategies that reflect their needs and values.
Donovan's approach to investing is grounded in understanding clients' unique situations and goals. He believes in ongoing communication and adjustments to financial plans as life and market conditions change. Through education and guidance, Donovan aims to help clients make informed decisions and reach their financial goals.
As a Merrill financial advisor, Donovan believes in staying connected with clients to review progress towards goals and make necessary adjustments to their financial approach. By understanding clients' evolving priorities and needs, he can help them stay on track to achieve what matters most to them.
Photos
Hours open
Monday:
7:00 AM - 4:00 PM
Tuesday:
7:00 AM - 4:00 PM
Wednesday:
7:00 AM - 4:00 PM
Thursday:
7:00 AM - 4:00 PM
Friday:
7:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
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