Lisa brings over twenty years of business leadership and financial decision-making experience to her role as a financial advocate. As a former business owner, she truly understands the unique opportunities and challenges entrepreneurs face, allowing her to provide practical guidance. She also works with individuals and families to create thoughtful financial plans for retirement, investments and the future they envision.
“Sharing my knowledge and experience to help clients understand their options and feel confident in their financial decisions is one of the most rewarding parts of what I do.”
Lisa is passionate about financial literacy and empowering others. Initial consults are always complimentary and she has no minimum. Lisa welcomes the opportunity to work with clients in all stages of their financial journey who are ready to take an active role in their financial future. Be it refining plans or guiding those just getting started, Lisa is committed to meeting clients where they are and helping them move forward.
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, NAWIC, NESCA as well as 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 school years, Lisa has built a diverse network of professional and personal relationships she continues to value and nurture.
Lisa lives in Rensselaer County with her husband and their lab 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, and securities and investment advisory services are offered solely by, Equity Services, Inc. She offers securities in NY, MA and TX and is insurance licensed in NY, PA, and TX.