Donna Defilippi, CPA

Partner

Phone: 800-476-9150
Fax: 800-392-2179
E-mail:
 

Donna DeFilippi is a Certified Public Accountant and an accredited Personal Financial Specialist.  She has been involved with the financial services industry as a Trusted Advisor and dual professional for over 14 years.  Donna also served clients in her role as Tax Partner with a regional CPA firm in Pittsburgh, a position from which she recently retired after many years.  Throughout her career, Donna has received various awards including one of the Best 50 Women in Business Award from the Pennsylvania Department of Community and Economic Development for services provided as a CPA and tax professional. 

Donna’s financial services practice focuses on wealth accumulation, wealth preservation and retirement planning.  Throughout her professional career, she has been committed to providing her clients with professionalism and guidance to assist them in fulfilling their financial objectives.    

 As an AXA Advisors Professional, Donna does not offer tax advice or accounting services. 

 

 

PRESTIGE Wealth Strategies is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.
 

Donna Defilippi, CPA  is a registered representative and investment advisor representative who offers securities and investment advisory services through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC, and is an agent who offers annuity and insurance products through AXA Network, LLC and/or its insurance agency subsidiaries.  AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, as AXA Network Insurance Agency of Utah, LLC.  AXA Advisors and AXA Network are affiliated companies and do not provide tax or legal advice.  Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.  Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state.

Trusted Advisors is a program of AXA Advisors, LLC and AXA Network, LLC.

 

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

PRESTIGE Wealth Strategies is not owned or operated by AXA Advisors, LLC or its affiliates.