Merrill Lynch Financial Advisor David Filosa

Investment planning. Portfolio management. Wealth transfer. Merrill Lynch Financial Advisor David Filosa focuses on these areas for individuals and families navigating complex decisions. A quiet glass-and-steel tower at 75 Rockefeller Plaza sits just south of Radio City, its central Plaza address convenient for commuters dropping in between meetings.

Services span retirement blueprints and trust administration, with guidance on education funding and risk assessment mixed in. Clients can explore stock and bond strategies alongside options such as tax-aware planning and charitable-giving structures. The office functions as a practical base for downtown professionals weighing long-term moves.

The entrance is on the building’s west side, a short walk from the E or M subway stop at Fifth Avenue. Call (212) 415-8198 for an appointment slot that fits a lunch-hour break or afternoon window. Voice messages return promptly on business days, aided by a clear voicemail system.

Visitors can pull directions from the plaza map before heading up. The neighborhood keeps the trip short.