We offer the warmth and continuity of a family-focused approach and the complementary skillsets of four devoted financial advisors with more than 75 years of combined industry experience. We assist an accomplished client base who value highly personalized and professional plans designed to build, mitigate risk to, and seamlessly distribute intergenerational wealth.
Planning Your Financial Future
We believe planning is the most critical element to pursuing financial success. We operate under the philosophy that a well-developed, yet flexible financial plan is essential to providing an outstanding and relevant level of service to each and every client we serve.
For more than 35 years, Rick has gained invaluable financial experience and the loyalty of a variety of client families. Being invited to his clients’ weddings, graduations, retirement parties, and funerals are honors he considers to be his career’s greatest achievements.
Rick continues a lifelong commitment to teaching and mentoring. A former player, coach, and official, he believes that success is a natural result of discipline applied daily.
Rick and his wife, Toni, have been married for more than 40 years. Their sons, Eric and Breton, joined the Bonnette Wealth Management Group and have helped the team grow, having brought on their wives, Emily and Victoria. Rick earned a B.S. from West Chester University and an M.E. from University of Oklahoma.
Breton joined The Bonnette Group, now known as the Bonnette Wealth Management Group, in 2006. He focuses on risk management strategies and income-generating strategies to help clients plan for retirement.
Breton attained the CERTIFIED FINANACIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination. In addition, he holds the Chartered Retirement Planning Counselor™ designation, which he leverages to help clients seeking to create a steady stream of income during their retirement years. In 2018 and 2019, he was named to Forbes’ America’s Top Next-Gen Wealth Advisors, and in 2022 and 2023, he was named to Forbes’ Top Next-Gen Wealth Advisors Best-in-State.
Breton earned a B.A. in History from the University of Pennsylvania. An avid runner and soccer enthusiast, he lives in Philadelphia with his wife, Emily, and their three children.
Forbes’ Top Next-Gen Wealth Advisors and Top Next-Gen Wealth Advisors Best-in-State rankings are based on the 12-month period ending March 31 of the year in which published and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.
A former attorney, Eric joined the team in 2010. His focus extends beyond investment planning to address the retirement income needs of clients and to build risk management strategies designed to create lasting implications for his clients’ family members. He also serves business owners by evaluating their retirement plan choices, helping to coordinate succession plans, and often coordinating with his clients’ other trusted professional advisors, such as attorneys, accountants, and lending specialists.
Eric earned a JD from Rutgers, the State University of New Jersey and a B.A. from The College of William & Mary, where he competed as a member of the cross country and track teams. He is an avid runner and has completed seven marathons, including a best time of 2:29 in the Rome Marathon. He lives in Haddonfield with his wife, Victoria, and their two children. He serves on the board of directors of Habitat for Humanity of Burlington and Mercer Counties and serves on both the finance and family services committees.
Edward began his investment industry career in 2011 and joined the Bonnette Wealth Management Group in 2017. He helps organize and manage the financial affairs of a select group of families, retirees, corporate executives, business owners, and non-profit organizations in the area. His goal is to streamline and bring understanding to clients through education.
Edward is dedicated to his own ongoing professional knowledge to help him perform at the highest possible level, understand market changes, and present clients with new opportunities. He earned an MBA in International Business from Strayer University and holds the Certified Plan Fiduciary Advisor designation.
Emily joined the team in 2015 after serving five years in the healthcare industry. Her organizational and administrative skills are put to the test every day, acting as the “point person” for clients and helping to streamline the team’s efficiency in serving their account-related needs.
Emily earned a B.A. in International Business and Management from Dickinson College. Her passions include travel, dance, and soccer. She enjoys spending time with her husband, Breton, and their three kids.
Victoria began her investment industry career in 2011 and joined the Bonnette Wealth Management Group in 2015. Prior to Stifel, she worked for Merrill Lynch. She focuses on implementing retirement income planning, insurance, and long-term care strategies that were developed by one of the financial advisors. Additionally, she serves as a liaison between clients, team members, and the firm’s specialists to broaden and deliver an outstanding client experience.
Victoria earned B.S. in Finance from Rutgers, the State University of New Jersey. Outside the office, she enjoys family time with her husband, Eric, and their young children, as well as spending time at the beach, reading, and cooking (including what many consider an awesome pierogi).
Debra began her investment industry career in 1989 and joined Stifel in 2023. Prior to joining Stifel, she had roles in operations management, overseeing all aspects of branch operations, administration, and operational staff. She oversaw job performance reviews, as well as compliance management on the branch level. Debra additionally provided assistance to transitioning financial advisors and their support staff when moving their practices between firms. She also spent time as a Senior Client Service Associate Coach, providing guidance and support to new client service associates and assisting them in setting career goals.
Debra provides more than 30 years of experience in the financial services industry, allowing her to share comprehensive service to clients for varied aspects of administration and operations. She strives to maintain top-tier client service, which has always been her main priority when helping clients. Debra holds Series 7 and 63 securities licenses.
Denise joined the team in 2018 after a long career in development as a director and officer at organizations such as Please Touch Museum and Mid Atlantic Arts Foundation. She is primarily responsible for planning and scheduling client seminars and webinars. She is passionate about helping others as she seeks to deliver the best client experience possible on a daily basis.
Denise is an elected member of the Oaklyn board of education and an active member of the Oaklyn PTA and Greater Oaklyn community. She is also a very busy mom of three children.
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