Zuraw Financial Advisors, LLC
Ann Zuraw, CFP®, CFA®, CDFA™
Ann is the President of Zuraw Financial Advisors, LLC. Zuraw Financial Advisors is registered as an Investment Adviser with the U.S Securities and Exchange Commission. Ann is a member of the Chartered Financial Analysts, CFA® North Carolina Society, the CFA® Institute, Financial Planning Association, FPA®, and Women’s Professional Forum.
Ann Zuraw has over 30 years of professional experience in financial planning, portfolio management, family businesses and stock analysis. She is a Certified Financial Planner, CFP®, Chartered Financial Analyst, CFA® and a Certified Divorce Financial Analyst, CDFA™. She has a strong focus on working with women and families to help develop a holistic plan to best protect their financial futures as they transition through different stages of their lives. It has been her life goal to learn as much as possible about managing money and in turn, educate others to make positive choices.
Ann has an undergraduate degree from the University of North Carolina at Chapel Hill in Business and Speech Communication. Her M.B.A. is from the University of California at Berkeley, a degree she earned at night while managing equity institutional investments for Bank of America Investment Management Company.
Ann was raised in Greensboro, North Carolina, and New Orleans, Louisiana. Ann enjoys empowering women with the knowledge to take control of their finances. She is the creative force behind the blogs WomenMoneyandDivorce.com and ChicksChatandChange.com. She regularly speaks to women’s groups including the Junior League of Greensboro, Well Spring Retirement, Women’s Resource Center and on the radio. She served for 30 years on the board of a family owned real estate company before its sale in 2007.
Ann’s current volunteer commitments include serving on the United Way Worldwide Leadership Council and board of Well Spring Retirement Community. Ann was awarded the 2015 Women in Business Award presented by the Greensboro Chamber of Commerce and Greensboro Partnership. She has been recognized by the Triad Business Journal as one of the top Women in Business and the Junior League of Greensboro Sustainer Woman of Distinction Award for 2018. She was recently ranked #8 on Investopedia’s List of Top 100 Influential Financial Advisors and can be followed on twitter @AZanswers.