About My Practice
Ann's professional experience is in financial planning and portfolio management, primarily stock investments. We have 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 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, Women’s Professional Forum and International Academy of Collaborative Professionals.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
Ann Zuraw is a CERTIFIED FINANCIAL PLANNER™ Professional, CFP®, Chartered Financial Analyst, CFA® and Certified Financial Divorce Analyst, CFDA™. She received her B.A. in Business and Speech Communication from the University of North Carolina at Chapel Hill and her M.B.A. from the University of California at Berkeley.
Ann Zuraw's education and experience allows her to provide the vision and expertise needed to help you pursue your financial goals.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 65
Life insurance: North Carolina,CA, Health/disability insurance: North Carolina, Fixed annuities: North Carolina, Variable annuities: North Carolina
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Analyst (CFA)
- Other - CFDA™
Considerations: Comprehensive Financial Planning through LPL Financial
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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