Ann Zuraw is a Certified Financial Planner, CFP®, Chartered Financial Analyst, CFA® and Certified Divorce Financial Analyst, CDFA™. Her professional experience is in financial planning and portfolio management, primarily stock investments. She has a strong focus on working with women to help develop a plan to best protect their financial futures as they transition through different stages of their lives.
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 working for Bank of America Investment Management Company. She also worked in investment management at both Fiduciary Trust in New York and Associated Capital Investors in San Francisco. Ann was raised in Greensboro, North Carolina and New Orleans, Louisiana.
Ann is a Registered Representative and Investment Adviser Representative with LPL Financial. She is licensed with the N.C. Department of Insurance as a Life, Accident and Health and Medicare Supplement/Long Term Care agent. Ann is a member of the CFA® North Carolina Society, the CFA® Institute, the Society of Financial Service Professionals, Financial Planning Association, FPA®, Women’s Professional Forum and International Academy of Collaborative Professionals.
Ann’s current volunteer commitments include Chairing the United Way of Greater Greensboro’s Tocqueville Women’s Leadership Society. She serves on the Finance Committee of Triad Stage and the Investment Committee of the Community Foundation of Greater Greensboro and as a Girl Scout leader. Last but not least, Ann is the mother of three children and is married to a retired lawyer happily working as a high school teacher.
About Answers from A to Z
My goal is to provide practical information and resources for women who find themselves faced with a life-changing situation. Having access to pertinent information is an important piece as you begin the process of evaluating your current life situation. Evaluating where you are right now will help you make decisions that could impact your financial future down the road.
I believe that sharing my knowledge regarding what important questions need to be asked and answered will also benefit your decision-making process. Is my will up-to-date? What is my risk tolerance for my financial investments? Will I need to go back to work to secure my lifestyle? What kind of insurance should I have? What are my tax ramifications? Should I do an estate plan? These, along with many more questions, will help you begin the process of planning for your financial future.
Please feel free to contact me if you have a specific topic that you would like discussed or if I can be of any personal assistance.
–Ann Zuraw
Securities and advisory services offered through LPL Financial, Member, a Registered Investment Advisor, Member FINRA/SIPC
The LPL Financial registered representative associated with this page may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, MT, NY, NJ
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