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Neil Lipsky

Neil Lipsky

Managing Partner, Retirement Planning Specialist

Neil Lipsky has over 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 has also been awarded the title of Credentialed Holistic Financial Coach issued by Columbia University's Coaching Center of Excellence in partnership with Equitable Advisors, LLC.

Neil joined Equitable Advisors in 1997.  He 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

The Credentialed Holistic Financial Coach title and custom coaching credential is available exclusively to financial professionals (FPs) of Equitable Advisors who seek to have deeper more personal conversations with their clients. The credential is awarded by Equitable Advisors, based upon the FP's receipt of a certificate of completion of the Holistic Financial Coach Program. In a collaboration between Columbia University's Coaching Center of Excellence and Equitable Advisors' affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework was developed exclusively for Equitalbe Advisorss FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. Columbia's Coaching Center of Excellence has earned a global reputation as the "Ivy-league" of evidence-based, high-impact coaching education and training. To verify that an FP has earned and holds the title in good standing, contact Lynsey Capone-Smith at Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI and TN).