CLEVELAND, July 23,
2024 /PRNewswire/ -- Prosperity Capital Advisors
(PCA), a planning-first, SEC-Registered Investment Adviser (RIA),
is proud to announce that Dave
Alison, CFP®, EA, BPC, President and Founding Partner at
PCA, has been named a finalist in the 2024 Wealth Management
Industry Awards ("Wealthies") in the Individual RIA
Firm's Thought Leader of the Year Category.
Now in its 10th year, the
annual WealthManagement.com Industry Awards honors
individuals, organizations, and companies helping financial
advisors build better businesses and create better outcomes for
their clients. With over 1,000 nominations this year, being
recognized as a finalist is a testament to Alison's dedication to
advancing the industry and providing top-tier financial solutions
for clients. He will receive recognition, along with other
finalists, during a black-tie ceremony at the Ziegfeld Ballroom in
New York City on Sept. 5, 2024.
"Being named a finalist in the 2024 WealthManagement.com
Industry Awards is a tremendous honor and validation of our
commitment to innovation and excellence in financial planning and
advisory solutions," said Dave
Alison, CFP®, EA, BPC, President and Founding Partner at
PCA. "Throughout my career, I've been driven by a passion for
holistic wealth management and a dedication to simplifying
financial planning for clients globally. At Prosperity Capital
Advisors, we are guided by these principles as we strive to empower
our clients and advisors alike."
In addition to this recognition, Alison has been named a
finalist for the 2024 InvestmentNews Advisor of the Year
Awards for his work with his independent firm, Alison Wealth
Management. He also placed on InvestmentNews' Top Advisors
2024 list. Last year, he was named a 2023 InvestmentNews 40
Under 40 honoree and was a winner of a ThinkAdvisor
LUMINARIES award in thought leadership and education. He was also
distinguished in 2023 with the Five Star Wealth Manager Award,
marking his fourth year receiving this accolade.
"We congratulate Dave on this well-deserved honor and remain
grateful for his insights and commitment to supporting our advisors
in delivering exceptional client outcomes," said Jason L Smith,
founder and CEO of PCA. "This recognition reflects Dave's
dedication to advancing holistic wealth management solutions and
his impactful contributions that are reshaping the industry."
WealthManagement.com Methodology
According to WealthManagement.com, "a record-breaking
number of nominations were submitted in 2023, with over 1,000
entries received from more than 400 companies. The winners
represent many different types of firms, but they all have one
thing in common: They are creating the programs, tools and
platforms that financial advisors use to build their businesses,
better serve their clients, and improve the financial prospects—and
quality of life—for millions of individuals." Submissions are
reviewed by a panel of independent judges drawn from all corners of
the wealth management industry, a hallmark of the Wealthies, weigh
each submission to create a short list of finalists and select the
winner in each category. The awards ceremony, where the
winners will be announced, is scheduled for September 5, 2024. These ratings should not be
construed as an endorsement of the advisor or by any client nor are
they representative of any one client's evaluation. Generally,
ratings, rankings and recognition are based on information prepared
and submitted by the advisor. Unless otherwise noted no fee was
paid for consideration of any ranking or award.
About Prosperity Capital Advisors
Prosperity Capital Advisors (PCA) is a planning-first,
SEC-registered investment adviser (RIA) dedicated to simplifying
complex challenges for investors nationwide. Their offerings are
centered around the five pillars of holistic wealth management —
financial planning, asset management, tax management, protection
planning, and legacy planning. PCA is committed to strategically
aligning each pillar into one comprehensive, well-coordinated plan.
Backed by a team of skilled professionals, including CERTIFIED
FINANCIAL PLANNER™ professionals, as well as tax and insurance
specialists, PCA offers personalized support and expertise through
affiliated fiduciary advisors.
For more information,
visit www.ProsperityCapitalAdvisors.com or call
(888) 240-0064.
Contact: Taylor Genovese,
tgenovese@jconnelly.com
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