Broker Check
Allison Hudson, CFP®, AIF®

Allison Hudson, CFP®, AIF®

Financial Planner

Allison Bergner, Partner at Merrick Financial Group, has been in financial services since 2003, spending her first eight years at Citicorp. A Bachelor’s degree in Finance from Hofstra led the way to her financial career which began as an intern for Citicorp Investment Services. She leveraged her internship experience to obtain a position as a personal banker for Citibank where she honed her client relationship and personal financial planning skills.

A promotion to Assistant Vice President in 2006 put Allison in charge of the Mass Affluent Group with responsibility for the performance of 13 of the bank’s Financial Centers, providing the training, management and support needed to ensure they met their goals. In 2009, Allison made the transition to Citibank’s retail brokerage arm, Smith Barney as a Financial Advisor.

In 2011, Allison decided to leave the corporate world for Main Street (in the form of Merrick Financial Group) where she could utilize her knowledge and talents in helping members of the law enforcement community to pursue their retirement dreams. In addition to working with clients to prepare their financial future, Allison researches the firm’s investment strategies and oversees portfolio management.