David S.Ornstein, Wealth Management Advisor

Since joining Merrill Lynch Wealth Management 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 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, Wealth Management 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 Wealth Management 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.