Alison Wealth Management Employee Directory

Q: How many employees does Alison Wealth Management have currently?

Alison Wealth Management has approximately 9 employees.

Financial ServicesCalifornia, United States2-10 Employees

Alison Wealth Management provides financial advisory services in Charleston, SC and Palo Alto, CA specializing in retirement planning, investment management, tax strategies, insurance, and estate planning. Our Certified Financial Planners deliver customized solutions that integrate tax planning, holistic guidance, and advanced wealth management. 

In addition to our core wealth management offering, our team has expertise in stock options, equity compensation, and concentrated stock, helping clients improve tax efficiency, plan liquidity events, & pursue early retirement. 

Whether preparing for retirement, optimizing tax efficiency, or seeking complex advisory support, we help you preserve, grow, and transfer wealth with confidence.

Financial planning & investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor.

Find Alison Wealth Management employees' phone numbers or email addresses

Alison Wealth Management Global Highlights

North America
7

United States Of America
7

Europe
1

Greece
1

Oceania
1

Australia
1

Alison Wealth Management's Leadership

D. A.
Founder And Ceo
Mobile Phone
Email
A. A.
Director Of Operations
Mobile Phone
Email
C. R.
Client Service Associate
Mobile Phone
Email
D. R.
Tax & Wealth Advisor
Mobile Phone
Email
S. S.
Paraplanner
Mobile Phone
Email

Contact profiles from Alison Wealth Management

Name

Title

Contact Info

Location

Last Update

D. A.
Founder And Ceo
Mobile Phone
Email
United StatesSouth Carolina
Apr 30, 2025
A. A.
Director Of Operations
Mobile Phone
Email
AustraliaNew South Wales
Oct 21, 2024
C. R.
Client Service Associate
Mobile Phone
Email
United StatesSouth Carolina
Oct 25, 2025
D. R.
Tax & Wealth Advisor
Mobile Phone
Email
United StatesMassachusetts
Oct 23, 2025
S. S.
Paraplanner
Mobile Phone
Email
United StatesSouth Carolina
Nov 16, 2025

Frequently Asked Questions

What is Alison Wealth Management known for?

Alison Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 530 Lytton Avenue, Floor 2. Explore Alison Wealth Management's company overview page for more information.

What is Alison Wealth Management's most common email format?

Alison Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Alison Wealth Management email formats with LeadIQ.

How many employees does Alison Wealth Management have currently?

Alison Wealth Management has approximately 9 employees as of December 2025. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are Alison Wealth Management's key employees and leadership?

As of December 2025, Alison Wealth Management's key employees include:

Founder And Ceo: D. A.
Director Of Operations: A. A.
Client Service Associate: C. R.
Tax & Wealth Advisor: D. R.
Paraplanner: S. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.