Dave Alison
- Role
- Prosperity Capital Advisors
- Location
- Charleston, SC, US
- LinkedIn followers
- 500 followers
About Dave Alison
I’m a wealth strategist and entrepreneur on a mission to create clarity, confidence, and…
Experience
Present
Education
Bowling Green State University
Bachelor of Science, Finance
2002 — 2006
Skills
- Strategic Financial Planning
- Iras
- Practice Management
- Stock Option
- College Funds
- Sep Ira
- Marketing
- Certified Financial Planner
- Rollovers
- New Business Development
- College Funding Strategies
- Donor Advised Funds
- Annuities
- Business Exit Planning
- Income for Life
- Investments
- Sales Process Development
- Income Distribution
- Insurance
- Traditional Ira
- Wealth Management
- 529 Plans
- Financial Planning
- Business Process
- Fixed Annuities
- Sales
- UK - Us Cross Border Financial Planning
- Financial Advisory
- Tax Free Income
- Restricted Stock
- Charitable Giving
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