David Adishian, CRPC™, CPFA™

David Adishian, CRPC™, CPFA™, is a distinguished professional named to the Forbes 2024 "Best-in-State Advisors" list and recognized as one of the "Best-in-State Wealth Advisors." David boasts an impressive record, consecutively appearing on the illustrious list for seven years since its inception in 2018.

With over twenty years of experience, David leads the Adishian Group at Merrill Lynch Wealth Management, where he serves as a Managing Director, Wealth Management Advisor, and Senior Portfolio Manager. The Adishian Group advises affluent individuals, executives, entrepreneurs, and their families on strategies to preserve and grow their assets responsibly.

Clients often turn to David Adishian following significant financial transactions or life events, seeking guidance on various matters such as business sales, real estate deals, relocations, changes in advisors, bereavements, divorces, inheritances, and family planning.

David and his team at the Adishian Group offer clients access to a diverse array of resources and subject matter experts at Bank of America, specializing in providing support in areas like business loans, lines of credit, real estate financing, and cash management. The team focuses on industries such as transportation, real estate, apparel, manufacturing, entertainment, technology, and sports.

With a reputation for being disciplined, resourceful, and precise, the Adishian Group excels in anticipating financial challenges, identifying investment opportunities, and offering tailored financial solutions that meet the unique needs of each client. Their commitment to precision, coupled with a strong work ethic, sets them apart in the industry, providing a personalized client experience that cannot be replicated or commoditized.

David Adishian's educational background includes studying for a Juris Doctor (J.D.) at Pepperdine Law and completing a Bachelor's Degree at UC Santa Barbara. With his wealth of experience, expertise, and dedication to client service, David Adishian is a leading figure in the wealth management and advisory field, poised to continue making a significant impact in the industry.

For those seeking a financial evaluation or a second opinion, David Adishian invites you to connect and explore the transformative difference that working with an award-winning Advisor can bring to your financial well-being.