Dave Alison

Dave Alison is the President of Wealth Management and Founding Partner of Prosperity Capital Advisors. A nationally recognized leader in tax strategies, investment management, and holistic financial planning, Dave is dedicated to simplifying the financial lives of successful families, individuals, and business owners.

Prosperity Capital Advisors helps clients align their wealth with their values and goals through an integrated approach that coordinates tax reduction, wealth building, retirement income planning, and advanced strategies for executives, entrepreneurs, and high-net-worth individuals.

Awards & Media Appearances

Dave’s leadership has earned him national recognition. Most recently, he was named Advisor of the Year (Regional – Southeast) at the 2025 InvestmentNews Awards.

His expertise has made him a trusted source for outlets such as Bloomberg, MarketWatch, Schwab, Forbes, Investor’s Business Daily, U.S. News & World Report, and Financial Planning Magazine.

Education & Experience

Dave’s career was shaped by helping his brother — founder and CTO of a tech startup later acquired by Meta — navigate complex financial and tax planning decisions. This experience inspired him to establish Alison Wealth Management’s Palo Alto office, serving entrepreneurs and executives with similar needs. Today, the firm’s Charleston office serves as its headquarters, where Dave focuses on guiding ultra-high-net-worth families, individuals, and business owners through every aspect of their wealth.

He holds a bachelor of science in finance, carries the CERTIFIED FINANCIAL PLANNER™ designation, and is an Enrolled Agent authorized to represent clients before the IRS. He has also earned the Series 65 license, the Bucket Plan Certified™ designation, and life, health, and annuity licenses.

As President & Founding Partner of Prosperity Capital Advisors, Dave leads a nationally acclaimed SEC-registered investment advisory firm that now manages over $3.9 billion in client assets. In this role, he also serves as Chair of the Investment Committee, overseeing investment strategy and execution for thousands of families nationwide.

Get to Know Dave

In addition to his work with clients, Dave is passionate about mentoring financial planners, CPAs, and estate planning attorneys, and he is a frequent speaker at leading industry conferences.

Away from the office, Dave enjoys life in Charleston with his wife, Alana, and their three daughters. An avid offshore fisherman, he can often be found trolling off the coast of Charleston when he’s not working or spending time with his family.