About
November 25, 2019 2024-08-28 17:20About
About
About
Our Story
Zuraw Financial Advisors is an 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, Chartered Financial Analyst®, Certified Divorce Financial Analyst®, and Certified Financial Planner™ with more than 30 years of experience in portfolio management, financial planning, 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 fiduciary financial advisor to serving families and couples, helping them build their assets through investing, and planning and preserving those assets 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 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 an investment strategy, based on a financial plan, 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.
Our clients can benefit from:
Education
Whether it’s through a community seminar, a one-on-one meeting, or on our blog, Women, Money and Divorce 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.
CFA® Institute Code of Ethics
Realize Your Financial Future with Zuraw
We understand the many challenges families face as they navigate the milestones of life. Whatever stage you are at in your life, at Zuraw Financial Advisors, we believe there is an investment solution for every family. Our goal is to help families determine a strategy that best fits their needs and can grow with them through the years.
We serve clients’ entire families, often working with their children and grandchildren. Through management of diversified portfolios and strategic asset allocation, we strive to help families leave a legacy and ensure their wealth is passed down and preserved through the next generations.
We put our clients first and, as a result, we have built trusted relationships with them that will last decades. By offering ongoing education, objective guidance, and personal insight, our goal is to help clients feel confident in their financial future as they grow their families, build their career, and live in and enjoy retirement.
Based in Greensboro, North Carolina, and having lived in Piedmont, California and New Orleans, Louisiana, many of our clients are based in these areas. Whether you’re facing retirement—or looking to better understand certain investment ideas—Zuraw Financial Advisors can help you address your most pressing money questions.
Our Team
Our People
At Zuraw Financial Advisors, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Meet our team, based in Greensboro, North Carolina:
Ann Zuraw
President, CFP®, CFA®, CDFA™
336.290.7062
336.450.1080
azuraw@zurawfinancialadvisors.com
Ann Zuraw has 30 years of professional experience in portfolio management, family businesses, stock analysis, and financial planning. Ann is President of Zuraw Financial Advisors, a Registered Investment Advisor with the Securities and Exchange Commission. She is a Chartered Financial Analyst, CFA®, a Certified Divorce Financial Analyst, CDFA™, and a Certified Financial Planner, CFP®.
As President of Zuraw Financial Advisors, her firm, Zuraw Financial Advisors, an RIA, specializes in serving families through multiple generations. Having grown up in a family that taught her about managing money from a young age, Ann Zuraw understands the concerns families face as they build and manage their assets. She served for 25 years on the board of a family-owned real estate company before its sale in 2007.
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 institutional equity portfolios for Bank of America Investment Management Company.
Ann is the creative force behind the blogs WomenMoneyandDivorce.com and ChicksChatandChange.com.
Ranked #8 in 2017 on INVESTOPEDIA’s List of Top 100 Influential Financial Advisors
Theresa DeAveiro
Director of Operations & Marketing
336.290.7062
336.450.1080
tdeaveiro@zurawfinancialadvisors.com
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 projects such as Chicks, Chat and Change and Money, Women and Divorce.
Prior to joining our group, she worked as a self-applied contractor creating and managing websites for independent venues, marketing and organizing groups and workshops for human service projects.
As a native of New York, Theresa began her career in the financial industry with Kidder Peabody and Co., Inc. and is now proud to be part of a woman-owned and operated company and team of financial advisors. She is also an essential part of our daily office management and operations.
Together with our financial team she continually strives to give our clients knowledgeable information and outstanding service.
Kimberly Anile
Social Media and Marketing Associate
336.290.7062
336.450.1080
kanile@zurawfinancialadvisors.com
Kimberly Anile is excited to join the Zuraw Financial Advisors team as the Social Media and Marketing Associate.
Kimberly attained her Bachelor of Fine Arts in Creative Nonfiction and Journalism from the University of North Carolina at Wilmington.
She began her career with ZFA in 2015 as an Office Assistant and has grown into her new role in helping us with various writing and social media projects.
Kimberly has also worked as a Director in the nonprofit environmental sector and in various roles in the hospitality industry.
In her free time, Kimberly enjoys hiking, cooking, and practicing yoga.
Harper Zuraw
V.I.P. & Director of First Impressions
Please join us in welcoming Harper Zuraw our new VIP (Very Important Puppy) to the Zuraw Financial Team. Harper will be taking on the very important role of Director of First Impression. Harper helps greet every client with enthusiasm and affection.
Harper has heart-stopping good looks, accented by her laid-back personality and a soul filled with happiness. She tells us she is ready to take on her responsibility at the office as soon as she finishes her long nap.
The benefits of having an office pet extend much further than most people realize. Having Harper in the office helps boost morale, lowers stress, and increases wellbeing. She also provides many smiles for the ZFA staff and our clients. Visit us at ZFA and enjoy a relaxing moment basking in the warmth of our company bulldog, Harper.
We all know that anything is paw-sible with a dog by your side.
Live, Laugh, bark.
Ms. Roomba Zuraw
Director of Sanitation
The newest addition to our team helps us clean the office. Ms. Roomba is motivated and hardworking. She is always on the move! Roomba has been an integral part of the team since she came on board, helping us keep the office clean and virus free. Thanks to her, we’ve been able to successfully social distance within the building! She is also eager to be a part of the team, insisting on cleaning our meeting room and offices while having online sessions.
Welcome to the team, Ms. Roomba!
Social Responsibility
Our Commitment
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 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.
Through Chicks, Chat, and Change and Zuraw Financial Advisors, we have supported a number of organizations including the Junior League, Junior Achievement, March of Dimes, MS Society, Community Foundation of Greater Greensboro, Triad Stage, YWCA, YMCA, United Way Greater Greensboro, Well·spring Solutions, and East Bay Agency for Children, Oakland, California. Ann hosts a number of speaking engagements and seminars at the Women’s Resource Center in Greensboro, North Carolina, and assists with community fundraisers.
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, visit www.sternbergerscholarship.info
Should I partner with ZFA in managing my investments?
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.
