Liliana ZygourisLiliana ZygourisWealth Advisor
LinkedInAbout Liliana
Liliana Zygouris is a Wealth Advisor with J.P. Morgan Wealth Management. As an important member of The Botta McCarron Group, Liliana works closely with high-net-worth individuals, C-suite executives of publicly and privately held companies and business owners, delivering a comprehensive evaluation of the entire range of their financial needs. She is often the point person to simplify complex concepts and explain them in understandable terms. Liliana takes a 'big-picture' approach, leveraging the firm's value-added benefits to help enhance potential outcomes. Her clients describe her as a creative and strategic thinker, one who puts their best interests front and center.
Liliana graduated from Universidad Del Norte with a B.S. in Economics. She also holds a Master's degree in Finance with a concentration in Investments from Suffolk University. Liliana has taken graduate level courses in Accounting and Real Estate Investment at Harvard University. She is also a CFA® candidate.
With seven years of experience in the real estate industry, Liliana began her career in 2014 as an Associate serving clients in the Greater Boston area. She was quickly promoted to Manager at her brokerage, where she helped clients to optimize cash flow and maximize returns while growing their real estate portfolios.
Liliana's passion for private equity and REITs, coupled with her strong interest in the capital markets, inspired her to join J.P. Morgan, an industry leader in asset management. She holds FINRA Series 7 and 66 securities licenses.
Highly involved in the community, Liliana volunteers her time in support of the development and empowerment of the Latino community in the U.S. She is a Board Member of ALPFA Boston and also sits on the Board of Adelante New England.
Liliana enjoys outdoor activities, meditation, traveling and meeting new people from all walks of life. She is fluent in English and Spanish.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Insights
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now