Robert Peixoto, CTFA, AEP

Robert Peixoto, CTFA, AEP

Robert Peixoto, CTFA, AEP

Senior Vice President and Senior Wealth Management Officer

Phone
508.884.5774
Email
bpeixoto at bridgewatersavings dot com

Bob Peixoto received his Bachelor of Science Degree in Marketing from the University of Massachusetts, Dartmouth and his Masters in Business Administration from Suffolk University’s Sawyer School of Management. He also is a graduate of the Cannon Financial Institute Trust School. He holds the Certified Trust, Financial Advisor, and Accredited Estate Planner® designation. Previously, Bob was a Vice President and Trust Officer with US Trust, Bank of America Private Wealth Management. In this role, he developed and maintained close relationships with clients, their families and other advisors. As the primary member of the relationship team, he was responsible for assuring superior service and identifying opportunities and additional services of benefit to the clients. Bob has also held relationship management positions at Bingham Legg Advisors LLC and at Bank of Boston’s International Private Banking Division.

Important Information:

Trust assets are: (1) not bank deposits or obligations; (2) not guaranteed by any bank; (3) not insured or guaranteed by the FDIC, the Federal Reserve Board or any other government agency, and (4) may lose value.