Liliana Arevalo Zygouris
Wealth Advisor @J.P. Morgan
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WORK HISTORY
Wealth Advisor @J.P. Morgan
Boston, MA, US
EDUCATION
Universidad del Norte
Bachelor of Science - BS, Economics
Suffolk University - Sawyer Business School
Master of Science - MS, Finance
ABOUT LILIANA AREVALO ZYGOURIS
I work closely with high-net-worth individuals, C-suite executives of publicly and privately held companies and business owners to deliver a custom personal financial strategy leveraging J.P. Morgan\'s global and cross-border capabilities. Working alongside CPAs, attorneys and other external advisors, I help ensure that the entirety of tax and estate planning considerations are aligned and integrated. Our first-class capabilities help us design strategies that are targeted for your unique needs:* Institutional-Caliber Asset Management * Hedging and Monetizing Strategies * Diversification of Concentrated Positions * Executive Compensation Plans * Personal Banking * Credit & Lending Services * Multinational Wealth Planning * Business Succession * Philanthropic Giving * Generational Wealth Transfers
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