Donovan Filpi

Donovan Filpi is a Wealth Management Advisor and Senior Vice President 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 the broader support team.

Donovan regularly meets with clients to help them identify gaps in their current wealth framework, delineating options to resolve issues and advance priorities. He takes great satisfaction in helping clients gain momentum toward their goals, periodically adjusting strategies and tactics to reflect changing circumstances.

Donovan has worked in financial services since 2005 and joined Merrill 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 Counselor^™ designation awarded by the College for Financial Planning Institutes Corp. Recently, Donovan received the prestigious David Brady* award (received in 2021) bestowed upon the Merrill employee who exceeded expectations in his dedication to clients.

Donovan lives in Vista, California, with his wife Jessica and their children Luca, Gianni and Julie.