Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Forbes 2019 “Best-in-State Wealth Advisors.” Merrill Lynch proudly recognizes David for once again being named to Forbes’ “Best-in-State Wealth Advisors.” How’s the health of your wealth? If you haven’t had a financial check-up recently and would like an informed, second opinion, let's have a conversation about the difference an award-winning Advisor can make.
Disciplined. Resourceful. Precise. Our distinct Client experience sets us apart in the industry. Helping investors anticipate life’s challenges and capture opportunities is the cornerstone of what we do. We value precision, linked to a relentless work ethic, as we uncover and deliver global financial solutions uniquely tailored to our Clients and their families based upon their risk tolerance, time horizon, liquidity needs and overall investment goals.
Two Decades Guiding Clients. For over twenty years, the Adishian Group within Merrill Lynch Wealth Management, has advised affluent executives, families and charitable organizations on investment strategies designed to help preserve and grow their portfolio assets. And, for businesses, the Group offers access to institutional 401(k) plan services, deferred compensation plans and equity award plan administration, including SEC Rule 144 and 10b5-1 plans for public company officers and directors. David G. Adishian is a Senior Vice President, Wealth Management Advisor and joined Merrill Lynch in 1996. David graduated with Omicron Delta Epsilon honors from the University of California at Santa Barbara with a degree in Business Economics and received his Juris Doctor from Pepperdine University School of Law where he was a Margaret Brock Scholar. David holds the Chartered Retirement Planning Counselor (CRPC®) designation and is a member of the State Bar of California.1
1David does not provide legal advice in his role at Merrill Lynch.
*Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
**Source: Forbes "Best-in-State Wealth Advisors" list, February 2019. For more information about the selection criteria, http://details-he.re/xR7HbE. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.
We are also involved in the communities in which we serve, volunteering leadership and staff for organizations involved with public policy, primary and secondary education and the performing arts. Please contact us to learn more about how we work to make a positive impact on your financial life.
Pepperdine University School of Law
University of California Santa Barbara
Forbes "Best-in-State Wealth Advisors"
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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.
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
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. 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.