David Kraunelis

Senior Associate Advisor

David Kraunelis is a senior associate advisor a Allworth’s Riverwoods, Illinois, office. A native of Barrington, Rhode Island, he earned his Economics degree from Miami University in Oxford, Ohio. A resident of Chicago, David is an avid golfer who loves trying out new restaurants.

I thoroughly enjoy getting to know my clients and learning their financial needs and goals so that I can partner with them to build a comprehensive plan that positively impacts them for the rest of their lives.

Latest Insights


How to De-Risk a Concentrated Stock Position: 3 Steps for HNW Investors

Does a single stock dominate your portfolio? That comes with big risks. Here’s how to start diversifying with purpose and precision.

Read more
Revocable vs. Irrevocable Trusts: Which Is Right for Your Estate Plan?

Do you want control… or protection? Here’s how high-net-worth investors should think about the trade-offs that come with the two main kinds of trusts.

Read more
6 Financial Confessions Successful Investors Admit—Behind Closed Doors

Even the most accomplished investors occasionally get it wrong. Here’s what they quietly admit, and how to avoid the same costly missteps.

Read more