Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Atealem Ford provides personalized investment advice for individuals, families, non-profit and for-profit organizations and businesses.
Atealem Ford holds an undergraduate degree from Seattle Pacific University and a Masters of Business Administration (M.B.A.) Degree from the University of Maryland – UC for which she earned a 4.0 GPA. She was inducted into the Phi Kappa Phi Honors Society which recognizes graduate students who rank in the top 10% of their class.
As a financial advisor, Atealem’s primary focus is to ensure that every client’s financial life is enhanced. She seeks to make the financial lives of others better by placing an emphasis on goals-based advice and investing, tax-effective strategies, mitigating risk and employing a long-term approach to success. She aims to reduce financial stress in the lives of her clients by ensuring that they are well-informed, that they receive the highest level of care and attention and that they are connected to timely resources. In addition to providing traditional advice and guidance, as a Portfolio Advisor, Atealem helps clients pursue their investment objectives by recommending individual or any combination of Merrill approved third-party investment managers’ strategies, funds or portfolios. Atealem holds the Series 7 FINRA Registration and the Series 66 Registration and is a registered agent for Life, Health and Long Term Care. In addition, Atealem is registered under the National Mortgage Licensing System in order to assist her clients with mortgage and lending needs.
Atealem has traveled extensively throughout the world and enjoys learning about different cultures. In her spare time, she enjoys cooking, baking, gardening, football games, reading about the markets but most of all, she enjoys spending time with her family – her husband and two teenage children.
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.
Seattle Pacific University
University of Maryland UC
Personalized advice, disciplined investing and ongoing review can make this a reality.
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.
Vice President, Retirement Plan Specialist
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.
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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.