Bonnie Mangold
Financial Advisor
Years of Experience
6 years
Number of Clients
400
Average Client Size
$250,000
Member Since
2023
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
My passion is empowering this generation of successful professionals to feel financially confident.
Clientele
Target Goals Connections who are seeking help with: TAX-MITIGATION STRATEGIES INVESTING RETIREMENT PLANNING INSURANCE/RISK MANAGEMENT STUDENT DEBT MANAGEMENT FINANCIAL LITERACY Target Industries I Would Love An Introduction! LAW MEDICINE TECH CONSULTING SALES
Services Provided
Financial Planning
Retirement Planning
Tax Planning
Investment Management
Specialties and Expertise
Credentials and Designations
Series 7 - General Securities Representative Exam
Click to learn more
Series 66 - Uniform Combined State Law Exam
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Pricing Models
Education
College of William and Mary
Juris Doctor
Obtained in 2013
Colby College
Government
Obtained in 2010
Previous Work Experience
Reed Smith LLP
Associate Attorney
2013 - 2018
Advisor Links
Disclosures and Proof of License
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