Liana Bekelian

Liana Bekelian

Servicing Advisor

781-863-5800

liana.bekelian@lpl.com

I started working at SMB Financial Strategies, LLC in 2022 as a Client Service Associate. In my current role, I assist Sarin in servicing our existing clients. My favorite part of the job is interacting with our clients and our book club!  

Prior to joining SMB, I worked as an Office Manager for a pest control company where I was responsible for day-to-day operations, the schedule of 7 technicians and servicing a data base of 20,000 clients. 

I graduated from University of Massachusetts Boston with a Bachelor of Arts in Psychology. I worked as a full-time nanny while completing my degree and loved every minute of it! 

When I’m not at work, I am spending time with my family and friends, and our dog Penny. I am a lover of traveling, King Charles Cavaliers Spaniels, and makeup artistry. 

Series 7 & 66 licenses held with LPL Financial.