Atealem "At" FORD
,
Senior Financial Advisor
One Park Place
Annapolis, MD 21401
410.263.0194
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Whether developing a strong retirement plan for your company or finding investment strategies for your personal wealth management, we provide a personalized approach to helping you meet your goals.
Profile

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 minimization 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 FINRA 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.


NMLS# 1796346 Atealem is also very involved in her community, volunteering as leadership and staff for organizations such as the Annapolis Rotary and many others.
About Me
Welcome

Placing the investor at the center of the wealth management process is my goal in helping clients through financial transitions and decisions that occur in their lives. Your unique goals should be at the center of your financial decisions and form the basis of your financial strategy. I start by getting to know you, your family, your business and financial situation, helping me understand your most important priorities for the present and the future. From there, I'll help you design a customized wealth management approach, drawing upon the investment insights of Merrill, working with a team of specialists, and access to the banking convenience of Bank of America. I aim to help bring simplicity and transparency to the complexities of wealth management; making the task of planning for the future an exciting journey of managing and helping you reach your goals.

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.
Rakesh Raina
Wealth Management Banking Specialist
Merrill
William K. (Bill) Flanigan
Employee Benefits Specialist
Bank of America, N.A.
Alexander Mairone
Employee Benefits Specialist
Bank of America, N.A.
Tuesday, October 1st 2024| 03:00 PM
Home on the Range: Roaming with the Buffalo Market

While we have seen strong market performance for the first half of the year, the CIO's outlook for the coming months have more of the characteristics of a buffalo than a true bull. In the simplest of terms, they see this "buffalo" market being potentially heavier, tending to roam for a period of time, and likely getting tired after a strong run, but is still in the "bull" family.

Join us for the latest presentation, 'Home on the Range: Roaming with the Buffalo Market', where we will discuss the Chief Investment Office's outlook on market trends, focusing on:

  • Dispelling some of the recent negative headlines and looking at market fundamentals
  • A closer look at some of the factors that are likely to drive market performance
  • The latest thoughts about a wide range of asset classes from the Chief Investment Office
  • And how we can work together to implement our best thinking and help you maintain investment discipline as you pursue your goals

Hosted and Presented by:
Atealem "At" Ford, CFP®, CPFA™, CRPC™
Senior Financial Advisor

Please RSVP here
Virtual Event: Participant cameras will not be on. After you RSVP, please add the event to your personal calendar.

Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
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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ATEALEM FORD is registered to do business in CA, CO, DC, DE, FL, GA, MA, MD, MI, MO, MS, NC, NY, PA, SC, TX, VA, WA.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.