Zuraw Financial Advisors, LLC

Lucy Thompson is a financial advisor at Zuraw Financial Advisors, LLC in Atlanta, GA, with seven years of industry experience. She holds a Series 65 designation and has worked at Delta Air Lines as an MBA Associate since 2018. Prior to that, she was affiliated with Dartmouth Tuck School of Business and has been with Zuraw Financial Advisors since 2016. Zuraw Financial Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, and banking institutions. The firm tailors investment strategies to client objectives using ETFs, mutual funds, equities, and fixed-income securities, and manages approximately $444 million in discretionary assets.

Ann Zuraw is a CFP® and CFA® with 20 years of industry experience. She is the sole advisor at Zuraw Financial Advisors, LLC, a firm she has led since 2013. Outside of her advisory work, she co-authored the book *Chicks, Chat and Change* and maintains blogs focused on financial topics for women. Zuraw Financial Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, and banking clients. The firm’s investment approach is tailored to client objectives and risk tolerance, employing a mix of ETFs, mutual funds, equities, and fixed-income securities, with ongoing portfolio reviews and use of third-party platforms and separate-account managers as appropriate.