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Rick Bonnette
Senior Vice President/Investments
Backstory: I have more than 35 years of investment industry experience and previously spent 10 years teaching and coaching.
Team Focus: Meeting with older clients.
Outside of work, you can find me … You can’t find me outside of work.
One thing you might not know about me … I can’t play the piano.
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Breton Bonnette, CFP®, CRPC™
Senior Vice President/Investments
Backstory: After graduating from the University of Pennsylvania, I joined my dad in the investment industry at Janney Montgomery Scott. Two years later, we moved to Merrill Lynch and then the Great Recession occurred.
Team Focus: Portfolio development, investment planning, wealth management, and general investment question.
Outside of work, you can find me … At a Philadelphia Union soccer game (with or without my kids!)
One thing you might not know about me … I sing!
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Eric Bonnette, JD
Senior Vice President/Investments
Backstory: I am a former attorney and was a high school and college cross country/track coach at Haddonfield Memorial High School and the University of Pennsylvania. I joined Rick and Breton at Merrill Lynch in 2010.
Team Focus: Meeting with clients, making check-in phone calls, as well as lead business development and asset gathering for the team.
Outside of work, you can find me … At my kids’ practices, games, and concerts. I also enjoy reading a book or newspaper with coffee.
One thing you might not know about me … I ran for a shoe company, FILA, the year after I graduated college. I lived on the side of a mountain outside of San Diego to train, and I competed throughout the country.
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Ed Ellis, CPFA™
Financial Advisor
Backstory: I was raised in a large military family. I went to college for sports management, and my first job out of college was B2B sales, which I enjoyed. I was presented with an opportunity to work in physical therapy at a retirement home. I decided I needed a change and went to school at night to earn an MBA in International Business. That degree opened up the door for opportunities in financial services.
Team Focus: Business development, managing client relationships, as well as portfolio development and guidance.
Outside of work, you can find me … Spending time with my parents, nieces, and my 11-year-old Yorkshire terrier!
One thing you might not know about me … I get bored easily by seeing or visiting the same places. I try as much as I can to visit different states and restaurants, especially on the west coast.
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Emily Bonnette
Client Relationship Manager
Backstory: I spent five years after college working at a healthcare management company. When the team’s longtime client service associate left in 2015, I was approached to join them at Merrill Lynch. After many Google searches of “pros and cons of working with your spouse,” and “how to pass the Series 7 exam,” I decided to come aboard.
Team Focus: Fostering relationships with our next-generation clients, marketing and advertising for the group, and planning client events.
Outside of work, you can find me … Playing with my kids in our courtyard or walking around our neighborhood of Queen Village.
One thing you might not know about me … In high school, I played soccer against Carli Lloyd.
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Victoria Bonnette
Client Relationship Manager
Backstory: I started working in the food services industry at a young age and initially wanted to major in food marketing. During my second year at Rutgers, two classes sparked my interest in finance and economics: Investment and Portfolio Management and Macroeconomics.
Team Focus: Implementing cash flow planning strategies that address clients’ pre- and post-retirement needs.
Outside of work, you can find me … At one of my son’s sporting events or my daughter’s performances.
One thing you might not know about me … I take planning to the next level for family trips. Do you want to know how to get on a dozen rides during one day at Disney? I am your girl!
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Deb Costanzo Cline
Senior Registered Client Service Associate
Backstory: I began my career in the financial services industry in 1986. I have enjoyed assisting clients and financial advisors during my tenure in various aspects of our business.
Team Focus: I take pride in providing a high level of client service. Learning about their lives and coordinating the team’s plan to help our clients pursue their goals is a privilege.
Outside of work, you can find me … Relaxing at home with my husband on our farm. Our farm is home to ponies, turkeys, chickens, and our dogs.
One thing you might not know about me … I enjoy traveling to destinations that include spa services. I thoroughly enjoy the relaxation that a spa vacation provides.
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Denise Buczko
Client Service Associate
Backstory: I worked in nonprofit development/fundraising for 16 years before pausing my career to start a family. I joined the Bonnette Wealth Management Group after Victoria posted a job opening on a local Facebook group. I’ve been with the team since 2018.
Team Focus: Scheduling annual review meetings, managing client communications, and coordinating events.
Outside of work, you can find me … Transporting my three kids to many extra-curricular activities and serving as president of the Oaklyn Board of Education.
One thing you might not know about me … I love Broadway musicals.
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Molly McInerney
Client Service Associate
Backstory: I earned a degree in Food Marketing at St. Joseph’s University. I spent five years at QVC post-college and joined the team in 2024.
Team Focus: Triaging clients’ account-related needs and providing operational support.
Outside of work, you can find me … Dining at local restaurants.
One thing you might not know about me … I took up golfing a few years ago and have since beat my husband several times.
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(856) 672-4823 | 30 Washington Avenue, Suite C-1 | Haddonfield, New Jersey 08033
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