David Ornstein
Senior Vice President, Wealth Management Advisor
1020 Boston Post Road
Darien, CT 06820
203.662.5508
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

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.

About Me
Welcome

As your Merrill advisor, I take the time to understand what's important to you so I can provide personalized investment strategies built around your priorities, risk tolerance, time horizon, liquidity needs and goals. Thoughtful advice and guidance is provided to help you achieve your goals, including those related to your preferred lifestyle and desire to secure a legacy that can last beyond your lifetime.

Meet Our Professional Staff
Erica L Westfall
Assistant Vice President, Wealth Management Associate
203.662.5510
Alexis P Becroft
Assistant Vice President, Wealth Management Associate
203.662.5518
Michael C Mancuso,

CRPC™

Officer, Registered Wealth Management Client Associate
203.662.5504
Susan Fast
Assistant Vice President, Registered Wealth Management Client Associate
203.662.5538
Additional Resources
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.
Mark D Temple
Employee Benefits Specialist
Stephen Pavia
Wealth Management Banking Specialist
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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David Ornstein is registered to do business in AZ, CA, CO, CT, DE, FL, GA, IL, KS, MA, MD, ME, MO, NC, NJ, NY, PA, RI, SC, TX, VA, VT.