Meet the Team

From left to right: Larry Brown, Edward Ellis, Victoria Bonnette, Eric Bonnette, Richard Bonnette, Breton Bonnette, Emily Bonnette, Denise Buczko
 
Bonnette Wealth Management Group Brochure  

Our multi-generational team is nine people strong and continues to grow so that we can address every need and goal with the time and attention that each client deserves.  As a team, our mission is to provide concierge-level service and sound investment guidance.

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Rick Bonnette, Senior Vice President/Investments  

Rick Bonnette
Senior Vice President/Investments

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For more than 30 years, Rick has gained invaluable financial experience and the loyalty of client families he feels privileged to serve.  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 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.S. from University of Oklahoma.

 
Breton Bonnettee, CFP®, CRPC®, Senior Vice President/Investments, Portfolio Manager - Solutions Program  

Breton Bonnette, CFP®,CRPC®
Senior Vice President/Investments
Portfolio Manager - Solutions Program

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Breton specializes in risk management strategies and income-generating strategies to help clients plan for retirement.

Breton attained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the College for Financial Planning.  In addition, he holds the Chartered Retirement Planning CounselorSM (CRPC®) designation, which he leverages to help clients create reliable and repeatable income during retirement years.  In 2018, he was named to Forbes' “America's Top Next-Generation Wealth Advisors,”1 and in 2019, he was named to Forbes' “Best-in-State Next Generation Wealth Advisors.”2

Breton joined The Bonnette Group, now known as the Bonnette Wealth Management Group, in 2006 after graduating from University of Pennsylvania with a B.A. in History.  An avid runner and soccer enthusiast, he lives in Philadelphia with his wife, Emily, and their two children.

1Source: Forbes' “America's Top Next Generation Wealth Advisors,” July 25, 2018. Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of over 23,000 nominations. Advisors are judged on individual contribution, but total team assets are shown, which can include one or more additional advisors. Qualifying advisors were born in 1980 or later with a minimum of four years of relevant experience and have built their own practices and lead their teams, joined teams and are viewed as future leadership, or a combination of both. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys; service models, investing process, client retention, experience levels, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The ranking may not be representative of any one client's experience and is not indicative of the financial advisor's future performance. Forbes is a registered trademark of Forbes, Inc. All rights reserved.

2Forbes “Best-In-State Wealth Advisors,” February 20, 2019. Rankings are based on the opinions of SHOOKResearch, LLC, and were selected from a pool of over 29,000 nominations. Advisors are judged on individual contribution, but total team assets are shown, which can include one or more additional advisors. Qualifying advisors met the following basic requirements: a minimum of seven years as an advisor, a minimum of one year attheir current firm, recommended and nominated by their firm, completion of an online survey, over 50% of theirrevenue/production must be with individuals, and an acceptable compliance record. The ranking algorithm isbased on qualitative measures derived from telephone and in-person interviews and surveys; service models,investing process, client retention, experience levels, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion. Neither SHOOK Research nor Forbes receives compensation from the advisors ortheir firms in exchange for placement on a ranking. The ranking may not be representative of any one client'sexperience and is not indicative of the financial advisor's future performance. Forbes is a registered trademark ofForbes, Inc. All rights reserved.

 
Eric Bonette, JD, Senior Vice President/Investments  

Eric Bonnette, JD
Senior Vice President/Investments

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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 that are 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 Law School 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 Ellis, CPFA Financial Advisor  

Edward Ellis, CPFA
Financial Advisor

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Edward helps organize the financial affairs of a select group of families, retirees, corporate executives, business owners, and non-profit organizations in the area.  He is committed to providing service for clients to help them make sound financial decisions.  His goal is to streamline and bring simplicity to clients through education.  He is dedicated to his own ongoing professional education to help him perform at the highest level, understand market changes, and present clients with new opportunities.  He earned the designation of the Certified Plan Fiduciary Advisor (CPFA).

Edward began his career at Merrill Lynch in 2011 after graduating with his MBA in International Business from Strayer University.  He joined the Bonnette Wealth Management Group in 2017.

 
Larry Brown, Financial Advisor  

Larry Brown
Financial Advisor

Larry joined the team in 2019.  As a long-term client of the Bonnette Wealth Management Group, he brings a unique perspective to prospective clients by sharing his experience regarding the depth and breadth of the wealth management services provided by the team and how the investment strategies have served him over the years.

Larry is a 32-year veteran of the Engineering & Construction Industry.  He has worked for several Fortune 500 companies and other multinational, publicly traded firms, including Fluor Corporation, AECOM (formerly URS), and Tetra Tech, Inc.  Throughout the years, he served in increasing roles of responsibility and has been a member of the Office of the Chairman for several firms.  He has lived internationally and has worked on six continents, performing work for the following industries:  Power (Nuclear and Fossil Fuel), Energy Waste & Renewables, Oil & Gas, Chemicals & Plastics, Pharmaceuticals, Mining & Metals, and U.S. Government agencies (Doe, DoD and USAID).

Larry lives in Gloucester Township with his wife, Roseann, and is the proud father of three adult children.  When not working, Larry is involved in philanthropic activities, including his church, St. Charles Borromeo Parish, where he serves on the pastoral council.

 
Victoria Bonnette, Client Relationship Manager  

Victoria Bonnette
Client Relationship Manager

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Victoria 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.  She began her career with Merrill Lynch in 2011 after graduating from Rutgers University with a degree in Finance.  She joined the Bonnette Wealth Management Group in 2015.  

Outside of 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).

 
Emily Bonnette, Client Relationship Manager  

Emily Bonnette
Client Relationship Manager

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Emily joined the team in 2015 after 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 them.  She graduated from Dickinson College in 2009 with a degree in International Business and Management.  Her passions include travel, dance, and soccer.  She enjoys spending time with her husband, Breton, and their two kids.

 
Denise Buczko, Client Service Associate  

Denise Buczko
Client Service Associate

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 lives in Oaklyn, New Jersey, with her husband and three children.  She is active in her local community, where she is a member of the board of education of Oaklyn Public School District, the school board liaison to the Oaklyn PTA, and a troop leader for Girl Scouts.