Donna Stoll

Donna Stoll is a Financial Advisor with more than 20 years of experience helping clients build, preserve, and maintain comprehensive financial plans through every stage of life. She works closely with individuals, families, and small business owners to navigate both expected milestones—such as retirement planning—as well as life’s more complex transitions, including divorce settlements, sudden inheritances, and legacy planning.

Donna believes long‑term financial success is rooted in thoughtful planning, clear communication, and a trusted, long‑standing advisor relationship. Her approach is personal, strategic, and focused on helping clients make confident financial decisions aligned with their goals and values.

Outside of her practice, Donna enjoys golfing and spending time with her two teenagers—whether at the beach, camping, or traveling throughout the United States. She is a passionate advocate for women taking an active role in their financial futures and is committed to mentoring those interested in careers in the financial services industry. Donna’s work reflects a dedication to helping clients do good with their finances—and prepare better for what lies ahead.