Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
Merrill Lynch
Wealth Management
Understanding your life priorities is an important part of how I work with the clients I serve. It’s not just about markets and returns, it’s about what matters most to you. I welcome the opportunity to show you how we can work together to create a financial approach designed around you, your goals and your aspirations.
Recognition
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
David G Adishian
Forbes "Best-in-State Wealth Advisors" 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.
Forbes "Best-in-State Wealth Advisors" 2022
Published on April 7, 2022. Rankings based on data as of June 30, 2021.
Forbes "Best-in-State Wealth Advisors" 2021
Published on February 11, 2021. Rankings based on data as of June 30, 2020.
Forbes "Best-in-State Wealth Advisors" 2020
Published on January 16, 2020. Rankings based on data as of June 30, 2019.
Forbes "Best-in-State Wealth Advisors" 2018 and 2019
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Profile
Forbes 2023 “Best-in-State Wealth Advisors.” Merrill proudly recognizes David for being selected to the 2023 Forbes “Best-in-State Wealth Advisors.” David has been named to the “Best-in-State Wealth Advisors” list for six (6) consecutive years since its inaugural year in 2018 (Published annually Jan – April. Rankings based on data as of June 30 of prior year).
Two Decades Guiding Clients. David is a Managing Director, Wealth Management Advisor and Senior Portfolio Manager who leads Merrill Lynch Wealth Management’s Adishian Group.
For over twenty years, their Group has advised successful individuals, executives, entrepreneurs, and their families on strategies to help preserve and grow their assets, responsibly. Clients often seek David’s counsel following meaningful financial events such as the sale of their business or real estate as well as life events including relocation, changing advisors, loss of loved ones, divorce, inheritance, and other family planning matters.
For their businesses, clients seek David and his team’s access to distinctive resources and subject matter experts at Bank of America who can support their companies with business loans, lines of credit, real estate financing, and cash management. They focus on the following key industries: transportation, real estate, apparel, manufacturing, entertainment, technology, and sports.
Disciplined. Resourceful. Precise. The Adishian Group helps clients anticipate financial challenges, capture investment opportunities, and deliver appropriate financial solutions uniquely tailored to their needs. The Group values precision in its operating model alongside has a relentless work ethic supporting clients as well as each another. The team feels this distinct client experience cannot be commoditized and it sets the Adishian Group apart in the industry.
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 designation, the Certified Plan Fiduciary Advisor designation and is also a member of the State Bar of California.1
How’s the Health of your Wealth? If you haven’t had a financial check-up recently and would like an informed, second opinion, you are invited to have a conversation about the difference an award-winning Advisor can make. Simply click the red “Contact Me” button at the top of this page to learn more!
1David does not provide legal advice in his role at Merrill.
*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.
Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
*A Senior Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill Lynch Wealth Management Advisors.
We are also involved in the communities in which we serve, volunteering 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.
-
EDUCATION
Pepperdine University School of Law
University of California Santa Barbara
Create a plan that is all about you.
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.
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.
Kris Behrens
Structured Credit Executive
Bank of America, N.A.
Charles Yoo
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #238473
Ally Bowdoin
Wealth Strategist
Merrill
Staying on Track
We understand that both your life and the financial markets can change over time. By 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.
Reviews to help you
stay on track
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.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
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
Let’s Have a Conversation
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.
Articles
Why Merrill?
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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.