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Ann Benjamin Zuraw

Never underestimate the power of learning & effort.

Zuraw Financial Advisors, LLC

Greensboro

NC

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Other Portfolio Management

Funds

Qualifications

Experience

No timeline events available.
Employer Years Dates
Zuraw Financial Advisors, LLC 3 years, 2 months Sep 2014 - Present
Zuraw Financial Advisors, LLC 3 years, 2 months Sep 2014 - Present
LPL Financial LLC 9 years Sep 2005 - Sep 2014

Designations & Memberships

  • Chartered Financial Analyst Institute
    Membership
    Chartered Financial Analyst Institute
  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Society of Financial Service Professionals
    Membership
    Society of Financial Service Professionals
    For more than 80 years, the Society of Financial Service Professionals has been helping individuals, families, and businesses achieve financial security. With their strong commitment to delivering only those financial products and planning services that are in their clients' best interests, the Society's approximately 15,000 members nationwide are uniquely qualified to assist the public in reaching their future financial goals—today, tomorrow, and into the next millennium. Society members can provide consumers expert assistance with: estate, retirement and financial planning; employee benefits; business and compensation planning; and life, health, disability, and long-term care insurance. Society members have earned recognized professional credentials in the financial services industry, or are working towards attaining a professional credential.
  • Certified Divorce Financial Analyst
    Designation
    Certified Divorce Financial Analyst
    Individuals holding this designation act as an advisor to one party's divorce lawyer, or as a mediator for both parties. Knowledge of tax law, asset distribution, and short and long-term financial planning are utilized to achieve an equitable settlement.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Financial Analyst
    Designation
    Chartered Financial Analyst
    Widely considered the gold standard for investment professionals, this six decade old charter is only given to designees who can demonstrate competence, integrity, and dedication to the field of investment management.

Articles and Answers

Insights by Ann Zuraw

Risk vs. Volatility
Published 2016-06-17 06:58:52
    *Articles are published by advisors without compensation.

    Answers

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    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Aug 4, 2015
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Nov 10, 2016
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Nov. 11, 2016
      • $142.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 150
        number of clients
      • $946.7K
        Estimated Average Account Balance Per Client

    Zuraw Financial Advisors, LLC

    Last updated on Feb. 3, 2017
      • $165.9M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 389
        Accounts
      • $426.6K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements