Our experienced, multi-generational team is deeply committed to proactively addressing the evolving needs of our clients. Our mission is to educate and empower through time-tested investment guidance and collaborative wealth planning–designed to preserve and grow your family’s financial legacy.
Bonnette Wealth Management Group
Breton W. Bonnette, CFP, CRPC
Senior Vice President/Investments; Senior Portfolio Manager - Solutions Program
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 FINANCIAL 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.
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.
Eric joined the Bonnette Wealth Management Group in 2010 following his career as an attorney. 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 working closely with his clients’ other trusted professional advisors, such as attorneys, accountants, and lending specialists, to create a well-rounded perspective of his clients’ wealth management picture.
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 served on the board of directors of Habitat for Humanity of South Central New Jersey from 2016 to 2022 and served on both the finance and homeowner services committees.
Emily joined the team in 2015 following five years in the healthcare industry, bringing with her a strong foundation in practice management and operational excellence. She began as a Registered Client Service Associate and since the team’s transition to Stifel in 2020, has taken the lead in managing relationships with next-generation clients–the children and grandchildren of long-standing families. In addition to this role, Emily designs and maintains the team’s standard operating procedures, ensuring consistency and a high level of service across all client interactions.
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.
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.
Denise joined the team in 2018 after a long career in nonprofit development as a director and officer at organizations such as Please Touch Museum and Mid Atlantic Arts Foundation. She is primarily responsible for scheduling client meetings, managing client communications, and coordinating events. Denise is passionate about helping others as she seeks to deliver the best client experience possible on a daily basis.
Denise earned a B.A. in English from Rutgers University. She resides in Oaklyn with her husband, Jeff, and their three teenagers. She served on the Oaklyn Board of Education from 2018–2024, and served as President from March 2023–December 2024.
Molly joined Bonnette Wealth Management Group in 2024, bringing with her more than five years of experience in marketing in the retail industry with QVC. She earned a bachelor’s degree in Food Marketing through the Haub School of Business at Saint Joseph’s University. Molly resides in Haddon Heights, where she lives with her husband, Kyle.
Brandon joined Bonnette Wealth Management group in 2026 as a Client Service Associate. Originally from Wilkes-Barre, Pennsylvania, Brandon was raised in a close-knit family that taught him the value of hard work, accountability, and responsibility. He earned his MBA from West Chester University and holds a bachelor’s degree in economics from the University of Connecticut, where he was a division 1 Student Athlete. Brandon provides operational support to the team to ensure a seamless experience to the families and clients that are served. He brings a disciplined, team-oriented approach to his role and looks forward to continuing to grow within the team and Stifel.
