
Liliana ZygourisLiliana Zygouris, CFP®, CEPA®Investment Associate
Awards and Industry Recognition

Forbes
About Liliana
Liliana Zygouris is an Investment Associate at J.P. Morgan Wealth Management.
Liliana specializes in serving global families, entrepreneurs and C-suite executives from both public and private sectors.
As a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, she employs a comprehensive and holistic approach to wealth management, delivering extensive expertise and bespoke strategies to her clients. Additionally, as a member of the Society of Trust & Estate Practitioners (STEP), she is part of a global organization committed to advising families on multi-generational asset planning.
Liliana holds a B.S. in Economics from Universidad del Norte in Colombia and a Master's degree in Finance from Suffolk University in Boston, with a concentration in Investments. She is also a Certified Exit Planning Advisor® (CEPA®), equipping her to guide business owners through the complexities of exit planning.
In addition to her professional endeavors, Liliana is passionate about education. She serves as an adjunct professor in the Finance Department at Suffolk University, where she shares her knowledge with aspiring financial professionals. She has been invited to speak on numerous panels hosted by various universities, further demonstrating her commitment to mentoring and empowering the next generation of talent in the wealth management industry.
Liliana is a dynamic advocate for women's empowerment, making significant strides in advancing opportunities for women in business. As a Board Director at FintechWomen, she leads the Partnerships Committee, fostering strategic alliances for innovation and inclusion. She also serves on the board of WBG Connect, a non-profit dedicated to empowering women in business. Previously, as Director for Women of ALPFA, she spearheaded the 18th Latina Summit in Boston, bringing together leaders and professionals for transformative dialogue. Her dedication to organizing empowering events continues as the Northeast Regional Ambassador for JPMA Women in Wealth, where she champions initiatives to elevate women in finance.
Before joining J.P. Morgan, Liliana managed a boutique real estate brokerage in Cambridge, MA, where she engaged with a diverse clientele from around the globe. This experience honed her insights into the real estate industry, enabling her to provide strategic advice and craft tailored solutions that aligned with her clients' unique investment goals.
She is bilingual in English and Spanish, which enables her to connect effectively with diverse clients and colleagues. Outside of her work, teaching and volunteering, Liliana enjoys traveling, discovering new restaurants, networking and forming new friendships.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
CEPA® and Certified Exit Planning Advisor® are registered trademarks owned by Exit Planning Institute.
Insights

Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
Managing stock-based compensation in private companies
June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read Now
Incentive stock options and the AMT
June 4, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
How do geopolitical shocks impact markets?
June 4, 2025While geopolitical events don’t often have lasting impacts on equities, local markets can be hit hard. Here’s what you need to know.Read Now
Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
What is a living trust?
June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Where to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
Managing stock-based compensation in private companies
June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read Now
Incentive stock options and the AMT
June 4, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
How do geopolitical shocks impact markets?
June 4, 2025While geopolitical events don’t often have lasting impacts on equities, local markets can be hit hard. Here’s what you need to know.Read Now
Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
What is a living trust?
June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Where to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now