Financial planning and beyond

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Mother daughter laptop

Lisa Paczkowski, CFP

First Vice President–Wealth Management

Financial Advisor

It’s the important things—our families, our values, the impact we have on others—that connect us. And although making sense of it all can be hard, asking the right questions can make things clearer. So when I talk to you about wealth management, I want to learn about those life questions that are on your mind. “Should I start my own business? Is it better to leave my kids everything? Or nothing? How do I set up a charitable fund? Will my family be ok when I’m gone?” Together, I know we can find the answers.

Whatever your concerns, I can help you create a comprehensive financial plan to address your important priorities. Over the last 20 years, I have put my experience to work for each of my clients, helping them find the best way forward to pursue the goals that truly matter.

Capabilities to impact your life and wealth
I deliver comprehensive wealth management and focus on these areas:

  • Longevity planning, including retirement income and insurance planning
  • Wealth transfer strategies, including inheritance and business succession planning
  • Life transition planning for marriage, divorce or loss of a loved one

Experience to guide you forward

  • Vice President Financial Counseling, The Ayco Company, L.P., a Goldman Sachs Company 1996-2017

My professional achievements and education

  • FINRA Series 7 & 66 securities and life insurance licenses
  • Juris Doctor, Albany Law School, Albany, N.Y.
  • B.A. Political Science, Syracuse University, Syracuse, NY

Outside the office

  • I live in Jupiter, FL with my husband, Patch, and our two children, Alexander and Jenna
Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MO
  • MS
  • MT
  • NC
  • ND
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV

  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is awarded annually in November and is based on information from March of the prior year to March of the award year. 

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Juris Doctor, Albany Law School, Albany, N.Y.
  • B.A. Political Science, Syracuse University, Syracuse, NY
525 Okeechobee Blvd.
Suite 1500
West Palm Beach, FL 33401
  • (561) 659-8689

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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