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We get to know you and your family, your financial situation and what matters most to you.
I would describe myself as driven and passionate. As a relationship person, my goal in life is to connect people to people to make everyone's life better. My dear friends become my clients, and my clients become my dear friends. That's how I live my life and lead my team. That personal relationship is so key.
I have a deep passion for finance and economics and have been an active personal investor throughout my career in business and high technology. I realized my dream to pursue work in finance when I rejoined Merrill Lynch Wealth Management in Colorado.
With 35 years of business experience, spanning from 20 years in corporate America to 14 years in the world of entrepreneurialism, start up business, finance and insurances, I have a broad knowledge base to draw from when working with my clients.
As a Merrill Senior Financial Advisor in Greenwood Village, CO, I serve affluent families and individuals, corporate executives and successful businesses who value the disciplined approach I bring to each relationship.
I believe that a successful wealth management strategy looks at all aspects of your life. By serving as your financial steward, I work to understand your situation, your needs, and what you want to accomplish, and will help you get there.
PREVIOUS EXPERIENCE
Strategic Liaison, IBM Corporation
CEO, ID Security Solutions
Property, Casualty, Life Agent, American Family Insurance
CEO, Foray Systems
Director, Strategic Partnerships & Business Dev, SecurWireless, Inc.
SVP, Business Dev, Ascentry Technologies, Inc.
VP Prof. Services & Exec Director, Conversay Corp.
Prior to joining Merrill, Ora spent her career developing key channel and technology partner relationships that are critical to success in the high-tech communications industry, and building solid marketing programs for both large and small corporate entities.
Ms. DeMorrow was Owner of ID Security Solutions, a services company focused on protective and restorative identity theft and fraud solutions for individuals, small business, and corporate enterprise. Additionally, Ora worked as a Property, Casualty and Life insurance agent with American Family Insurance.
Ms. DeMorrow also founded Foray Systems, an independent consultancy focused on providing business, market, and corporate development assistance to small to medium sized high-tech firms. Foray Systems provided business development, strategic partnership, and marketing assistance to clients Nationwide, with a focus on Web based e-commerce, video, and auction platform applications.
DeMorrow holds a BS in Computer Science from the University of Maryland, with a minor in French. She holds one patent, four invention disclosures, and two inventions published related to speech recognition technology. She is based in Denver, CO where she lives with her husband, son, and step-daughter.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English & French
University of Maryland
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #18144
Wealth Management Banking Specialist
Merrill
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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