David Kraunelis, CFP®, brings a strong background in financial planning and a client-focused approach to his role as LPL Financial Advisor at Trade Street Wealth Advisors. Prior to joining the firm, David served as a Senior Associate Advisor with Allworth’s Riverwoods office in the Chicago area, where he gained valuable experience working with clients and helping them navigate their financial lives.
David earned his degree in Economics from Miami University in Oxford, Ohio, and holds the Certified Financial Planner (CFP®) certification. He is committed to helping clients make informed financial decisions through thoughtful guidance, personalized planning, and a focus on their individual goals and priorities.
After recently relocating to Greer, South Carolina, with his wife, David is excited to put down roots in the Upstate and become part of the local community. Outside of work, he enjoys golfing and exploring new restaurants, and is a big Boston sports fan.
David looks forward to building lasting relationships with clients and helping them feel confident and supported as they work toward their financial goals.