Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Forbes 2021 “Best-in-State Wealth Advisors.” Merrill proudly recognizes David for being selected to the 2021 Forbes “Best-in-State Wealth Advisors.” David has been named to the “Best-in-State Wealth Advisors” list for four (4) consecutive years since its inaugural year in 2018.
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, overall investment goals and the costs associated with the recommendation.
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 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.
*Chartered Retirement Planning Counselor and CRPC® are registered service marks of the College for Financial Planning.
**Source: The Forbes "Best-in-State Wealth Advisors" list, February 11, 2021. For more information about the selection criteria, go to http://details-he.re/qg4zAM . Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or 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"
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
Structured Credit Executive
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
Bank of America, N.A.
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.
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