Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Forbes 2022 “Best-in-State Wealth Advisors.” Merrill proudly recognizes David for being selected to the 2022 Forbes “Best-in-State Wealth Advisors.” David has been named to the “Best-in-State Wealth Advisors” list for five (5) consecutive years since its inaugural year in 2018 (Published annually Jan – April. Rankings based on data as of June 30 of prior year).
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 financial 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.
*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.
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.
Pepperdine University School of Law
University of California Santa Barbara
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.
NMLS #238473
Wealth Strategist
Merrill
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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. |
|
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.