Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
6400 S. FIDDLERS GREEN CIRCLE
GREENWOOD VILLAGE, CO 80111
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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 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 Lynch 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.
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 Lynch, 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
Personalized advice, disciplined investing and ongoing review can make this a reality.
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.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.