Allison Conlon, CFP®, AIF®
Allison Conlon, CFP®, AIF®
Senior Relationship Manager
Phone:
978-264-9999 Ext 207
E-mail:
aconlon@antaeuswealth.com Allison Conlon has been with Antaeus Wealth Advisors since 2011. Allison graduated cum laude from Bentley University in 2007 with a B.S. 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 own clients, Allison provides relationship management support support to advisors A.J. Sohn and Justin Littlefield. Allison also serves as the firm’s head trader, and oversees all of Antaeus Wealth Advisors’ model trading and implementation.
