Lisa brings over twenty years of small business ownership and management to her practice as a financial advisor. This experience has given her the unique perspective of truly knowing the challenges facing business owners- and being able to offer solutions. She specializes in Qualified Retirement Plans and business succession planning as well as individual asset management.
“As a financial advisor with NPA, it is incredibly rewarding to have the opportunity to share my knowledge and experience so clients can confidently make financial decisions.”
Lisa is passionate about financial literacy and empowering others. Initial consults are always complimentary and Lisa has no minimum. She is eager to work with clients who are serious about their finances and want to create a plan that aligns with what they value most. She also welcomes ‘rising professionals’ to help them get started on their best financial path.
A capital region NY resident her entire life, Lisa has been active in both the professional and local community, including Forum for Executive Women, Women Presidents Organization, Albany Executives Association, Rensselaer County Chamber Board Member, BOMA, NESCA and a volunteer with Unity House, Regional Food Bank, Junior Achievement and Feed Albany. Together with the countless hours she spent coaching and leading organizations through her children’s schooling, her involvement has created a diverse network of relationships she continues to foster.
Lisa lives in Rensselaer County with her husband Stephen and Red Lab pup Finley. She is blessed with three adult children (and their partners) as well as two precious grandchildren and two grand pups!
Elizabeth ‘Lisa’ Despart is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. She offers securities in NY and TX and is insurance licensed in NY and TX.