Tara Kravas
Associate Planner
About Tara
Tara Kravas is an associate planner on William Blair’s Wealth Planning Services team. In this capacity, she interacts with the planning team, William Blair wealth advisors, and their clients to create and build financial plans that integrate a client’s goals. Considerations include retirement planning, estate planning, tax efficiency, and asset allocation. Tara is actively pursuing her CFP certification. She began her career at William Blair as a summer intern in the firm’s Private Wealth Management group.
Tara earned her B.S. in finance and international business at the Indiana University Kelley School of Business. She is active with the North Lawndale Employment Network, working to educate on financial literacy.
About William Blair
William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
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1935Year William Blair was founded
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1,900+Employees worldwide
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149 billion+Client assets
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89 YearsIndependent and employee-owned
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20+Offices worldwide
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~650Companies under coverage
As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.