Dave Alison CFP, EA

Dave Alison is a one-year MDRT member from Mount Pleasant, South Carolina. He is a nationally recognized advisor and financial services entrepreneur passionate about advancing holistic wealth management. Dave has a unique ability to turn a vision into reality. As President and founding partner of C2P Enterprises, he is responsible for the continuous innovation and execution of our enterprise’s platform to educate, train, grow & support holistic financial advisors so families can achieve prosperity. His professional capabilities led him to found Alison Wealth Management, which now has offices in two locations and brought in more than $36 million in new assets last year.