Zuraw Financial Advisors, LLC
Zuraw Financial Advisors, LLC (CRD# 173129) is a financial advisory firm headquartered in Greensboro, NC. They manage $316,033,315 in 721 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management316MILLION
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Total Number of Accounts721ACCOUNTS
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Average Account Value$438,326
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, GA, LA, NC, NE, SD
Ann Zuraw (CRD# 4906373) 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 and a M.B.A. is from the University of California at Berkeley.
CFP Board's Fitness Standards for Candidates and Registrants agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lucy Thompson (CRD# 6994676) is an Investment Advisor Representative working at Zuraw Financial Advisors, LLC in Atlanta, GA and has over 5 years of experience in the finance industry.