Dave Alison Email & Phone Number
President of Wealth Management | CFO | Founding Partner | Chair of Investment Commitee @ Prosperity Capital Advisors
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Dave Alison Location
- Charleston, SC, US
Dave Alison Work
- 2011 -now President of Wealth Management | CFO | Founding Partner | Chair of Investment Commitee @
- 2022 -now President of Wealth Management | CFO | Founding Partner @
- 2011 -2022 Chief Operating Officer and Founding Partner @
- 2015 -2025 Founder and CEO @
- 2006 -2011 Senior Vice President @ USA Tax & Insurance Services, Inc.
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
- Wealth Management
- Retirement Planning
- Financial Planning
- Investments
- Insurance
- Annuities
- Fixed Annuities
- Financial Advisory
- Strategic Financial Planning
- Marketing
- Sales
- Business Process
- Practice Management
- Income Distribution
- New Business Development
- Sales Process Development
- Restricted Stock
- Stock Option
- UK - US Cross Border Financial Planning
- Business Exit Planning
- Iras
- 529 Plans
- Sep Ira
- Traditional Ira
- Rollovers
- Income For Life
- Tax Free Income
- College Funds
- College Funding Strategies
- Charitable Giving
- Donor Advised Funds
- Income Planning
- Social Security Optimization
- Leadership
- Packaging
- Us Cross Border Financial Planning
- Business Development
- Financial Services
- Microsoft Office
- Entrepreneurship
- Financial Analysis
Dave Alison Summary
- Dave Alison, based in Charleston, SC, US, is currently a President of Wealth Management | CFO | 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 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Dave Alison?
Find contact details for 700 million professionals.
Others Named Dave Alison
Top Prosperity Capital Advisors Employees
Wayne Barker
Director of Investment Operations
Cleveland, OH, US
Casey Shaw
Executive Assistant to President and Founding Partner
Cleveland, OH, US
Anthony Engrassia
Financial Planner
Rocky Mount, NC, US
Dana Hastings
VP Business Development
Solon, OH, US
Bob Kramer
Registered Representative
Ottumwa, IA, US
Carson Rogers
Invite Wealth Management
Indianapolis, IN, US
Jennifer Schell
Chief Technology Officer
New Jersey, United States
Stan Milovancev
Chief Executive Officer
Akron, OH, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co