Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
David S.Ornstein, Wealth Management Advisor
Since joining Merrill Lynch in 1991 David has helped high-net-worth families, business owners, as well as corporate executives to develop strategies to manage their personal and business finances. He has been in the Darien office since it opened in 2000. David has experience with technical investment strategies, including hedging and diversifying concentrated single stock positions. Additionally, the team focuses on sophisticated wealth transfer strategies and philanthropic issues. Drawing on his experience and internal relationships the team has access to all areas of Merrill Lynch for their clients. David and his family live in Greenwich where he served over 14 years on the Representative Town Meeting. He is a lifelong sailor and is a former board member of the Indian Harbor Yacht Club.
Erica L. Westfall, Registered Senior Client Associate
Erica works closely with clients to provide fundamental support in all phases of client service, client relationship building and account maintenance. Additionally, she handles all restricted stock and stock option transactions and government filings. She graduated summa cum laude from Iona College with a BBA in Finance. Erica began her career at Merrill Lynch as an intern in 1998.
In practice, our service differs from some others' in the field. We combine the breadth and technical depth of a large global firm, with the fast response, enthusiasm and personal attention to detail usually found only in smaller or specialized firms. We limit our workload to make that possible.
Greenwich High School
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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
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.