Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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
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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
Bank of America, N.A.
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Employee Benefits Specialist
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.