Forbes 2024 “Best-in-State Wealth Advisors.” Merrill proudly recognizes David for being selected to the 2024 Forbes “Best-in-State Wealth Advisors.” David has been named to the “Best-in-State Wealth Advisors” list for seven (7) 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 transactions 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 teams feels that 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 CounselorTM designation, the Certified Plan Fiduciary Advisor® designation and is also a member of the State Bar of California.1
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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 as leadership and staff for organizations we're involved with public policy, primary and secondary education and the performing arts.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
