Liliana ZygourisLiliana Zygouris, CFP®, CEPA®Investment Associate
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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
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowInsight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowInsight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now