Liliana ZygourisLiliana Zygouris, CFP®, CEPA®Investment Associate
LinkedInAwards 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
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowMay 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read NowYou’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowFinancial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowWhat April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowAI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowThe first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now