Dave Alison

Dave Alison Work

President

@

Founding Partner

@

Chair of Investment Commitee

@ Prosperity Capital Advisors

A

Founder and CEO

@ Alison Wealth Management

President and Founding Partner

@ Clarity 2 Prosperity

Dave Alison Education

2002 - 2006 Bachelor of Science in Finance

Bowling Green State University

Dave Alison Skills

Investment ManagementTax PlanningTax AdvisoryLife InsuranceWealth Management ServicesFamily Wealth ManagementPrivate Wealth ManagementEstate PlanningCertified Financial PlannerIRS Enrolled AgentWealth ManagementRetirement PlanningFinancial PlanningInvestmentsInsuranceAnnuitiesFixed AnnuitiesFinancial AdvisoryStrategic Financial PlanningMarketingSalesBusiness ProcessPractice ManagementIncome DistributionNew Business DevelopmentSales Process DevelopmentRestricted StockStock OptionUK - US Cross Border Financial PlanningBusiness Exit PlanningIras529 PlansSep IraTraditional IraRolloversIncome For LifeTax Free IncomeCollege FundsCollege Funding StrategiesCharitable GivingDonor Advised FundsIncome PlanningSocial Security OptimizationLeadershipPackagingUs Cross Border Financial PlanningBusiness DevelopmentFinancial ServicesMicrosoft OfficeEntrepreneurshipFinancial Analysis

Dave Alison Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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What company does Dave Alison work for?

Dave Alison currently works at Prosperity Capital Advisors.

What industry does Dave Alison work in?

Dave Alison's primary industry can often be inferred from their work experience and skills listed on this profile.

Where is Dave Alison located?

Dave Alison is based in or around Charleston, SC, US.

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