Our Story

Dedicated to Serving Families Through the Generations

Zuraw Financial Advisors is a financial planning and investment management firm based in Greensboro, North Carolina serving families in all stages of life. The practice was founded more than a decade ago by Ann Zuraw, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst®, and Certified Divorce Financial Analyst® with more than 30 years of experience in financial planning, portfolio management, family businesses and stock analysis.

Coming from a family that ran its own real estate business, she witnessed firsthand the difficulties of running and expanding a business, along with the hardships of balancing family dynamics through economic ups and downs. The very wise words of my Grandmother Blanche have always echoed in my ears "People are more important than things. Don't ever forget this. Try to take care of yourselves and pass along to your children and grandchildren the ideals and standards you have inherited."

Inspired by her upbringing and experiences, she dedicated her career as a financial advisor to serving families and couples, helping them build their assets through investing, and planning and preserving it for generations to come. Today, Zuraw Financial Advisors maintains its commitment to serving families, couples, and women. We believe that everyone can understand their finances and investment opportunities; it just takes the right guidance and education from a trusted advisor. We seek to serve this role as a resource to each of the families we serve.


Our Team

CFA Code of Ethics

 

Our Story

Our StoryDedicated to Serving Families Through the Generations

Zuraw Financial Advisors is a financial planning and investment management firm based in Greensboro, North Carolina serving families in all stages of life. The practice was founded more than a decade ago by Ann Zuraw, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst®, and Certified Divorce Financial Analyst® with more than 30 years of experience in financial planning, portfolio management, family businesses and stock analysis.

Coming from a family that ran its own real estate business, she witnessed firsthand the difficulties of running and expanding a business, along with the hardships of balancing family dynamics through economic ups and downs. The very wise words of my Grandmother Blanche have always echoed in my ears "People are more important than things. Don't ever forget this. Try to take care of yourselves and pass along to your children and grandchildren the ideals and standards you have inherited."

Inspired by her upbringing and experiences, she dedicated her career as a financial advisor to serving families and couples, helping them build their assets through investing, and planning and preserving it for generations to come. Today, Zuraw Financial Advisors maintains its commitment to serving families, couples, and women. We believe that everyone can understand their finances and investment opportunities; it just takes the right guidance and education from a trusted advisor. We seek to serve this role as a resource to each of the families we serve.

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Mission & Values

Our Mission & Our Values

Partner with you to Plan, Invest and Manage Life’s Financial Decisions.

At Zuraw Financial Advisors, our mission is focused on our PLAN:

P     Put your financial interests in order.
L     Let us work together to educate and manage your investments.
A     Act in your best interest.
N     Never underestimate the power of learning and effort.

Trusted Relationships
Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. We find it rewarding to work with families through multiple generations and are committed to serving them as if they were our own family.

Ongoing Communication
Beyond working with clients to develop a financial plan and investment strategy, we stay in frequent contact with them. We strive to make ourselves available to clients, and can answer a number of questions they may have throughout the year in between review meetings. Whether it’s virtual or in-person, we can offer advice to clients regarding financial decisions they face.

Our core values are centered on TRUST:

T     Transparency
R     Reliability
U     Understanding
S     Sensitivity
T     Thoughtfulness

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving your assets. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Working with us, we believe our clients can benefit from:

Education
Whether it’s through a community seminar, a one-on-one meeting, or on our blog, Chicks, we continually offer our clients education regarding financial topics, from women and investing to legacy planning.

Tailored Guidance
We understand every family has different needs. Some families want to work closely with us and meet regularly, while others prefer us to manage their assets so they can enjoy their passions in life. We work with your CPA, trust and estate attorneys, and other personal advisors to make sure your goals and objectives are being met utilizing all of the best available resources. Our services and levels of communication are based on each client’s individual preferences with customized solutions

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Why You Should Hire a Fidicuary

Financial advisors directly or indirectly advise clients about whether to buy, sell, or exchange securities to generate the best returns. Since they are bound by fiduciary standards, they act in the best interest of the client at all times. Stock brokers effect transactions on behalf of clients, but aren’t bound by fiduciary duties like advisors. Rather, they are bound only by suitability requirements, which are far less stringent than fiduciary standards.

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Social Responsibilty

Social Responsibility

At Zuraw Financial Advisors, we are dedicated to giving back to our community, both locally and globally. Ann Zuraw supports the United Way, a national system of volunteers, contributors, and local charities helping people in their own communities. Not only is Ann on their Worldwide Leadership Council, but she has also traveled with them around the world.

We understand that not everyone can afford financial advice and that people around the country need assistance. Through our blog, Chicks, Chat, and Change, we strive to educate women about parenthood, money, investing, and more. Our goal is to provide ongoing practical information and resources for women who find themselves faced with life-changing situations, whether it’s sending a child to college as a single mother or facing a divorce. Start reading our blog by visiting www.womenmoneyanddivorce.com.

Through Chicks, Chat, and Change and Zuraw Financial Advisors, we support a number of organizations including the Junior League, Junior Achievement, March of Dimes, MS Society, Community Foundation of Greater Greensboro, Triad Stage, YWCA and YMCA. Ann hosts a number of speaking engagements and seminars at the Women’s Resource Center in Greensboro, North Carolina, and assists with community fundraisers. To learn more about our involvement in the community or our financial seminars, visit Social Responsibilities under our About tab on www.womenmoneyanddivorce.com.

The Emmanuel Sternberger Scholarship Fund was established in 1925 by Ann’s great Grandmother, Bertha Sternberger, to honor and memorialize her husband by providing scholarships to local college students from North Carolina without regard to sex, race, or religious beliefs. To learn more and apply, visit www.sternbergerscholarship.info/home.html.

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Ann Zuraw has 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...

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Ashleigh McFarlin

Director of Client Services

336.290.7062

336.450.1080

Ashleigh McFarlin comes to us with an infectious enthusiasm for life and learning. Her energy, intellect and motivational style is makes her the perfect fit for ZFA. Ashleigh is a lifelong resident of North Carolina. She is a graduate...

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Theresa DeAveiro

Director of Operations & Marketing

336.290.7062

336.450.1080

Theresa Anile, Director of Marketing, Zuraw Financial Advisors Theresa started her career with us in 2011 and has continued to grow and expand her knowledge of marketing and social media. She is in charge of our social media for...

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