Lasting relationships. For all that matters

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Patrick M. Ford, CFP

Senior Vice President–Wealth Management

Patrick M. Ford began his career as a Financial Advisor in 1987 with Merrill Lynch where he served as a Senior Vice President, Wealth Management Advisor. During his tenure, he mentored trainees in the firm’s Financial Advisor Development Program, helping individuals develop best practices to better ensure their future success. As a Portfolio Manager, Pat frequently interacts with investment managers both within and outside his firm to develop and deliver customized strategies unique to each client. Additionally, he regularly speaks to students enrolled in Financial Literacy classes at area high schools.

Pat is dedicated to providing his clients with the finest, individually tailored approaches to financial and goals-based wealth management. He advises individuals, families, and businesses by helping to define their financial goals, establish objectives, set strategies, and implement investment recommendations. At the heart of his philosophy is a passion to build enduring client relationships by providing outstanding service and guidance. Pat strongly believes open and trusted collaboration is a crucial element in achieving optimal outcomes for his clients in the planning process.

Pat graduated from The Ohio State University in 1985 with a Bachelor of Arts in Political Science and Journalism. He is a Certified Financial Planner practitioner; a designation awarded by the Certified Financial Planner Board of Standards, Inc. Patrick also holds a designation from the USC Davis School of Gerontology, whose mission is to promote "healthy aging for diverse individuals, communities and societies through leadership and innovation in research, education and practice." He also acted as a select member of Merrill Lynch's Technology Council, whose purpose is testing new client and advisor facing applications and providing ongoing feedback. 

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NY
  • OH
  • PA
  • SC
  • SD
  • TN
  • TX
  • VA
  • WA
  • WI
  • WV
  • WY

  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit


  • Portfolio Manager
180 Market Street
Suite 200
New Albany, OH 43054
  • (614) 939-2054

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