About AZ

 

Ann Zuraw has 30 years of professional experience in financial planning, portfolio management, family businesses and stock analysis.  As an Investment Advisor Representative of LPL Financial, Ann holds Securities registrations for series 7,  24,  and 63. In addition, Ann is insurance licensed for life and long-term care. She is a Certified Financial Planner, CFP®, Chartered Financial Analyst, CFA® and a Certified Financial Divorce Analyst, CDFA™. She has a strong focus on working with women 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 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 is a LPL Registered Representative and a LPL Investment Adviser Representative with Zuraw Financial Advisors, LLC. Ann is a member of the Chartered Financial Analysts, CFA® North Carolina Society, the CFA® Institute, Financial Planning Association, FPA®, Women’s Professional Forum and International Academy of Collaborative Professionals.

Ann’s current volunteer commitments include serving on the United Way Worldwide Leadership Council. She serves on the Finance Committee of Triad Stage, The Financial Service Professionals Greensboro Chapter and Wellspring Retirement Community. She has been recognized by the Triad Business Journal as one of the top Women in Business and by the March of Dimes as the Honorary Chair of the Signature Chefs Auction. She is also the local winner of the 2012 Triad Business Journal’s Social Madness/Media contest for small businesses.

 

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.

Chicks, Chat and Change focuses on women and the challenges they face in today’s financial world. Whether we are a mom or not, professional executive or staff, high school graduate or PhD, single or married, age 25 or 65 or have $10,000 in savings or $10 million — we as women need to keep learning as much as possible about how we view and  handle money.

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

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.  To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.  All performance referenced is historical and no guarantee of future results.  All indices are unmanaged and may not be invested into directly.

Securities and advisory services offered through LPL Financial, Member, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, FL, GA, ID, MT, NY, NJ, VA, LA,TX  Registered as IAR in the following states:  LA,NC,TX

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.