We're ready to help you!
The trust and asset management professionals at Bridgewater Savings offer a wealth of expertise, an enviable track record, and the personal attention that many investors crave, but can’t find elsewhere.
Can Bridgewater Savings help you reach your financial goals more effectively? It won’t cost you a penny to find out – and that’s a good start! Please complete our Appointment Request Form, or give us a call at (508) 697-6908 to arrange a no-obligation meeting to talk about your financial future.
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Robert Peixoto, CTFA
Senior Vice President and Senior Wealth Management Officer
Bob Peixoto received his Bachelor of Science Degree in Marketing from the University of Massachusetts, Dartmouth and his Master 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 and Financial Adviser 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 advisers. 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 Advisers LLC and at Bank of Boston's International Private Banking Division.
Jeremy D. St.Jean
Vice President and Trust Officer
Jeremy D. St.Jean joined Bridgewater Savings in August 2009. Prior to Bridgewater Savings, he was an Assistant Vice President at Barclays Wealth. In this role, Jeremy served as a relationship manager working directly with high net worth clients to develop customized investment strategies to meet their specific objectives. Prior to Barclays, he was an Assistant Vice President at U.S. Trust Company where he worked as a relationship and portfolio manager to private clients, offering a full spectrum of wealth management investment, trust, and financial planning services. He started his career with State Street Global Advisors and served various relationship management roles during his tenure. Jeremy received a B.A. in Economics from the University of Massachusetts at Amherst in 1998 and is currently a candidate for level II of the CFA examination.
Viki A. Preston
Assistant Vice President and Trust Officer
Viki A Preston, Assistant Vice President and Trust Officer, began her career in the financial service industry in 1976 after graduating from New England Trust School at Williams College. She studied accounting, taxation, and estate planning at Bentley College, and participated in continued education courses and seminars with Massachusetts Bankers Association, American Bankers Institute and MLCI. Prior to joining Bridgewater Savings' Trust Department in 1998, she was a Trust Officer at Bank of Boston and Assistant Vice President and Trust Officer for fifteen years at Bank of New England South at Plymouth Home Brockton office. Viki has served as President of the Norfolk and Plymouth Estate and Business Planning Council, as mentor for fifth grade students at Howard School, as volunteer of many community organizations and serves as director of regional assistant living facility.
Contact Bridgewater Savings
For more information on any of our products and services, please use our information request form, or give us a call at (800) 356-8622.
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