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.
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).