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Tia Sgouros

Wealth Management

Locations
Washington DC
Industries

As a Relationship Manager, I partner with clients to simplify the complexities of their financial lives. Based in Washington, DC, I am the primary liaison between our administrative and investment professionals, ensuring we deliver a personalized client experience centered on proactive communication, attention to detail, and unwavering trust. My focus is guiding high net worth individuals and families through the complexities of wealth structuring, estate planning, and tax-efficient strategies by partnering closely with our clients' legal and CPA teams.

My career in private wealth began while I was in college, interning each summer with my current team at Merrill Lynch. Upon graduating from Christopher Newport University's Luter School of Business with a B.A. in Finance and a minor in Leadership, I joined the team as a Client Service Associate at First Republic/J.P. Morgan, a role that provided me with the critical knowledge and experience to deliver exceptional service.

Outside of the office, I enjoy watching classical ballet performances, since I spent 14 years in a pre-professional, Vaganova style ballet program. I'm always seeking new experiences, from exploring new countries to taking my annual summer trip to visit my family in Greece.

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Tia Sgouros
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