Bonnie M. Mangold
Wealth Management Advisor|J.D.
Helping Clients Achieve Financial Independence
Meet Bonnie
Bonnie brings a rare blend of legal expertise, strategic thinking, and deep empathy to her financial advising practice—making her a trusted partner for clients who want more than just a plan; they want a vision.
Originally from a suburb of Phoenix, Bonnie attended Colby College in Maine and went on to earn her law degree from William & Mary. She spent years as a financial services litigator at a global law firm, representing major industry players in high-stakes cases across the country. That experience gave her a front-row seat to the complexities—and pitfalls—of the financial world.
But Bonnie didn’t just want to solve problems after the fact. She wanted to help people prevent them. That’s what inspired her to pivot from law to financial advising—bringing her sharp analytical skills and legal insight into a space where she could make a more direct, personal impact.
Today, Bonnie provides comprehensive, personalized financial planning designed to help clients take control of their futures with clarity and confidence. She doesn’t do cookie-cutter plans—she crafts thoughtful, strategic roadmaps tailored to each client’s goals, lifestyle, and values. From investing and insurance to tax strategies, education savings, and retirement planning, Bonnie takes a proactive, creative approach to building financial security.
Her clients appreciate her ability to break down complex concepts into clear, actionable steps—and to anticipate challenges before they arise. Whether you're navigating a career change, planning for your family's future, or simply ready to stop feeling uncertain about money, Bonnie is the advisor who will meet you where you are and help you move forward with purpose.
Outside of Work
Bonnie lives in Pittsburgh with her high school sweetheart, Jay, and their two daughters.
A passionate advocate for children’s health, she co-founded the Children’s Trust at the University of Pittsburgh Children’s Hospital Foundation—an exclusive network of emerging philanthropists dedicated to supporting the hospital’s most promising young researchers. Through the power of collective giving, the group helps advance groundbreaking pediatric research that benefits children in Pittsburgh and around the world.
In her free time, Bonnie enjoys riding her Peloton, playing golf, and spending quality time with her family.
Our Team
Each of us is committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Jay R Mangold
Jay joined our team in 2019 after spending the prior 6 years as an M&A attorney specializing in private equity. As Chief Operating Officer, he is responsible for the overall strategy and operation of our practice, which includes staying abreast of legislative, regulatory and market changes in an effort to better assist clients in achieving their financial goals.
Amanda Lorelei Vorbeck
Director of Insurance Operations
Amanda is a graduate of Loyola University of Chicago and joined our team full-time in 2022. As Director of Insurance Operations, she is integral to the implementation of our clients' risk management and insurance planning.
Meagan Duncan
Director of Client Experience
Meagan is a graduate of Illinois College and joined our team in 2021. As Director of Client Experience, she is responsible for engaging with current clients and assisting them in implementing their ongoing financial planning.
Awards
Million Dollar Round Table
MDRT, the Premier Association of Financial Professionals®, is a global, independent association of more than 72,000 of the world’s leading life insurance and financial services professionals.
2022 Financial Representative of the Year
This network office award is given to the advisor who has demonstrated exceptional dedication to providing their clients with quality planning and service.
Forum
At Northwestern Mutual, “Forum” represents a select group of advisors from across the country achieving the highest level of production and excellence.
Lives Leader Summit
This is awarded to the premier Northwestern Mutual financial professionals across the country and recognizes their ability to build a strong practice, and with dedicated staff, to deliver quality service to their clients.
Pathfinder
The “Pathfinder” recognition at Northwestern Mutual is awarded to those advisors demonstrating the highest level of comprehensive financial planning.
Top 10 Woman Advisor - Eastern and Central Regions
National recognition by Northwestern Mutual of top female advisors.
Pacesetter First 40
Distinguished award of excellence given to financial advisors at Northwestern Mutual in their first six-months of practice.
Pacesetter Second 60
Distinguished award of excellence given to financial advisors at Northwestern Mutual in their second six-months of practice.
New Financial Representative Award Winner
This national award is given to the top new advisor each year within Northwestern Mutual to recognize superior performance.
Education & Certifications
- FINRA Series 7 & 66 (BrokerCheck)
- Licensed Life, Accident and Health Insurance Agent
- Colby College, B.A. Government, magna cum laude
- William & Mary Law School, J.D., cum laude
- Admitted to Pennsylvania Bar, status: inactive