Dave Alison Email & Phone Number

President | Founding Partner | Chair of Investment Commitee @ Prosperity Capital Advisors

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Dave Alison Location

Charleston, SC, US

Dave Alison Work

2011 - now President | Founding Partner | Chair of Investment Commitee @ Prosperity Capital Advisors
2022 - now President and Founding Partner @ Clarity 2 Prosperity
2015 - now Founder and CEO @ Alison Wealth Management

2011 - 2022 Chief Operating Officer and Founding Partner @ Clarity 2 Prosperity
2006 - 2011 Senior Vice President @ USA Tax & Insurance Services, Inc.

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Dave Alison Education

Bowling Green State University
Bachelor of Science (Finance)
2002 - 2006

Dave Alison Skills

Investment Management
Tax Planning
Tax Advisory

Life Insurance
Wealth Management Services
Family Wealth Management
Private Wealth Management
Estate Planning
Certified Financial Planner
IRS Enrolled Agent

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Dave Alison Summary

Dave Alison, based in Charleston, SC, US, is currently a President | Founding Partner | Chair of Investment Commitee at Prosperity Capital Advisors. Dave Alison brings experience from previous roles at C2P Enterprises, Alison Wealth Management and USA Tax & Insurance Services, Inc.. Dave Alison holds a 2002 - 2006 Bachelor of Science in Finance @ Bowling Green State University. With a robust skill set that includes Investment Management, Tax Planning, Tax Advisory, Life Insurance, Wealth Management Services and more. Dave Alison has 3 emails and 1 mobile phone numbers on RocketReach.

Dave Alison Emails

Found 3 emails

Dave Alison Phone Numbers

Found 6 phone numbers

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Others Named Dave Alison

Dave Alison

President | Founding Partner | Chair of Investment Commitee at Prosperity Capital Advisors

Charleston, SC, US
3
- clarity2prosperity.com
- alisonwealth.com
- gmail.com
5+
- +1 650-617-XXXX
- +1 440-471-XXXX
- +1 440-258-XXXX
- +1 440-876-XXXX
- +1 888-240-XXXX
- +1 440-846-XXXX
David Alison

Managing Director, Actuarial at KPMG US

Chicago, IL, US
1
- kpmg.com
2
- +1 773-449-XXXX
- +1 972-689-XXXX

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Top Prosperity Capital Advisors Employees

Dave Alison

President | Founding Partner | Chair of Investment Commitee at Prosperity Capital Advisors

Charleston, SC, US
3
- clarity2prosperity.com
- alisonwealth.com
- gmail.com
5+
- +1 650-617-XXXX
- +1 440-471-XXXX
- +1 440-258-XXXX
- +1 440-876-XXXX
- +1 888-240-XXXX
- +1 440-846-XXXX
Anthony Engrassia

Financial Planner at Prosperity Capital Advisors

Rocky Mount, NC, US
1
- gmail.com
5+
- +1 908-899-XXXX
- +1 919-443-XXXX
- +1 252-904-XXXX
- +1 813-255-XXXX
- +1 252-985-XXXX
- +1 732-899-XXXX
Gwen Lindsey

Investment Operations Manager at Prosperity Capital Advisors

Cleveland, OH, US
3
- +1 248-952-XXXX
- +1 440-984-XXXX
- +1 440-724-XXXX
Luke Ripienski

Career Highlights and Credentials at Prosperity Capital Advisors

Saint Paul, MN, US
2
- prosperitycapitaladvisors.com
- finra.org
4
- +1 212-578-XXXX
- +1 952-212-XXXX
- +1 615-778-XXXX
- +1 952-447-XXXX

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