Neil Lipsky

Neil Lipsky

Retirement Plannng Specialist

Phone: 847-621-0121 x14
Fax: 847-621-0135
E-mail:
 

Neil Lipsky has nearly 30 years experience in the investment industry and is a former member of the Chicago Mercantile Exchange.

He graduated Summa Cum Laude in 1988 with a Bachelor of Science in Psychology from Loyola University in Chicago. He also earned a Masters of Education from DePaul University, graduating with honors. Neil has also completed graduate course work in finance and accounting from Keller Graduate School of Management.

Neil earned a certificate in Financial Planning from Kaplan University.  In 2006, he completed the course work for a Wharton Certificate in Retirement Planning*.

Neil holds the series 6, 7, 63 and 65 licenses and is active in community and professional organizations.  In addition, he holds three professional designations: Certified Financial Planner™ professional (CFP®), Chartered Retirement Planning Counselor (CRPC®) and Registered Financial Consultant (RFC®).  Neil is a member of the International Association of Registered Financial Consultants (IARFC®).

Neil joined AXA Advisors in 1997.  He lives in Northbrook with his wife Tracy and has three sons, Jonathan, Jared, and James.  Neil enjoys an active lifestyle, including running, hiking and weight lifting.  At the office, Neil particularly enjoys getting to know clients and delving into the financial research and analysis critical to the success of our clients financial goals.


CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

* Certificate awarded based on completion of training program at Wharton School, Univ. of Pennsylvania

California Insurance License #: 0C41066


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.