Donna H. Gordon
WESBAN FINANCIAL CONSULTANTS, P.C.
BIRMINGHAM, AL 35242
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CRD#: 1469265
Professional summary
Donna Howard Gordon, CFP®, who also goes by Donna H Minshew, Donna Howard Minshew, Donna Kay Minshew, is a registered financial advisor currently at WESBAN FINANCIAL CONSULTANTS, P.C. located in Birmingham, Alabama and PARK SQUARE FINANCIAL GROUP LLC located in Birmingham, Alabama.
Donna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Donna has worked at 2 firms and has passed the Series 63 exam.
Core Areas of Focus
Cash Flow/Budgets/Credit Issues
Investment Advice with Ongoing Management
Middle Income Client Needs
Millennials
Novice Investors
Retirement Plan Investment Advice
Biography
Donna is the President and Chief Investment Officer for Wesban Financial Consultants. She has over 25 years of investment management and financial planning experience. Wesban's team approach allows her extensive experience to benefit all clients. Donna accumulated a wealth of real world business experience prior to joining Wesban. Her background includes experience in education, real estate and the supply industries. In 1984 she joined Wesban as Office Manager and was responsible for complete client relationship service and portfolio monitoring while also managing firm technology and compliance. Joining Wesban proved to be a watershed event in her career. She soon discovered a passion in helping clients achieve their most important goals using the financial planning process. Shortly thereafter she enrolled in The College of Financial Planning's Para-planner certification course becoming among the first Registered Para-planners in the State of Alabama. Donna later completed all the requirements to become a Certified Financial Planner™ which is now the premier designation among financial advisors. She is also a Registered Financial Advisor with the National Association of Personal Financial Advisors (www.napfa.org). NAPFA requires advisors to offer Fee-Only comprehensive financial advice while adhering to the highest standards of care for clients.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
Donna H Minshew | Donna Howard Minshew | Donna Kay Minshew
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Donna Howard Gordon's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1988
Experience
Current
May 1, 2001 - Present
WESBAN FINANCIAL CONSULTANTS, P.C.
Office #1: 1800 Providence Park Suite 250, Birmingham, AL 35242RIA
CRD#: 110531
BIRMINGHAM, AL
Current
February 6, 2026 - Present
PARK SQUARE FINANCIAL GROUP LLC
Office #1: 1800 Providence Park Suite 200, Birmingham, AL 35242RIA
CRD#: 332268
Birmingham, AL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PS
PARK SQUARE FINANCIAL GROUP LLC
PARK SQUARE | PARK SQUARE FINANCIAL GROUP, LLC | PARK SQUARE FINANCIAL GROUP LLC
CRD#: 332268 / SEC#: 801-131121
RIA
Registered Investment Advisory firm - (9/13/2024 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alabama(5/1/2001)
Exams
State Security Law Exam
Current Firm
PS
PARK SQUARE FINANCIAL GROUP LLC
PARK SQUARE | PARK SQUARE FINANCIAL GROUP, LLC | PARK SQUARE FINANCIAL GROUP LLC
CRD#: 332268 / SEC#: 801-131121
RIA
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Contact information
Main Address
55 Park Square Ste 103, Roswell, GA 30075
Mailing Address
Phone number
(770) 641-1401
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 736 |
| AUM (Assets Under Management) | $ 208,169,989 |
Red Flags
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Company Information
PARK SQUARE FINANCIAL GROUP LLC
CRD#: 332268Birmingham, AL 35242TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
