Allison Conlon, CFP®, AIF®
Associate Director of Operations and Trading
978-264-9999 x207
allison.conlon@bridgeport.financial
Allison has been with the BridgePort Financial Solutions (BridgePort) team, formerly Antaeus Wealth Advisors, since 2011. Allison graduated cum laude from Bentley University in 2007 with a bachelor’s degree in finance and a minor in law. She holds FINRA Series 7 and 66 licenses as well as applicable state insurance licenses. Allison understands that her clients may not have the time, desire, or expertise to properly plan and manage certain financial aspects of their lives and finds great joy in helping her clients to succeed in obtaining their future goals.
In addition to advising her clients, Allison serves as the firm’s head trader and oversees all model trading and implementation, and assists with the internal day-to-day operations.
Outside the office, Allison enjoys spending time with her husband, Tom, and their twin daughters exploring the lake regions of New Hampshire.
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