Donna Gestl, financial advisor Owings Mills MD

Donna Gestl

CRD Number: 2636738
Current Firm: Prosperity - An Eisneramper Company

Donna Gestl (CRD# 2636738) is an Investment Advisor Representative working at Prosperity - An Eisneramper Company in Owings Mills, MD and has over 28 years of experience in the finance industry. Donna Gestl has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Eag Wealth Management Strategies, LLC Owings Mills, MD Mar 2023 - Current 1
The Prosperity Consulting Group, LLC Owings Mills, MD Nov 2004 - Current 19
Triad Advisors Inc. Norcross, GA Dec 2011 - Dec 2019 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1995
S65 NASAA Investment Advisors Law Examination Jun 1997
Contact Info for Donna Gestl
Phone Number: 410-363-7211
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    1,068
    MILLIONS
  • Total Number of Accounts
    2,271
    ACCOUNTS
  • Average Account Value
    $470,185
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, MN, NC, NH, NJ, NY, PA, SC, TX, VA, WA, WI

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