Stanley Zurawski is the Vice President of American Financial Services located in Brookfield, Wisconsin. He administers client portfolios, including: Roth, Traditional, SIMPLE, SEP, 401(k) and College 529 plans. In addition, Stanley analyzes asset allocations for non-qualified positions, including individual stocks/bonds, exchange traded funds, mutual funds, and separately managed accounts. Stanley specializes in developing, implementing and monitoring personalized account planning. He focuses on maximizing growth while minimizing tax implications. He assists in tax analysis and preparation for clients. Additionally Stanley oversees the operational functions of the firm on a daily basis. He also coordinates the investment, insurance and related administrative duties for the staff.
Prior to joining the firm, Stanley earned both his Accounting and Finance degrees from Marquette University, with High Honors. He also studied and earned a specialized designation working through the school’s Applied Investment Management program. Here, he managed equity and fixed income portfolios for the school, was trained in quantitative research methods, and economic relationships and financial statement analysis. This included valuing assets, calculating measurements of risk and return, and key elements of the portfolio evaluation and management process.
Stanley married his wife Cathy in 2009, and is a resident of Brookfield, Wisconsin. They have two daughters, Genevieve and Anastasia. In his spare time he is the Assistant Varsity Girls’ basketball coach along with coaching his daughter’s softball and basketball teams. He also enjoys golfing, attending Marquette men’s basketball games, and spending time with his family.