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.