Remus Preda, Esq., CTFA

Remus provides comprehensive financial planning, investment management and trust administration to individuals, families and non-profits. He also works with local businesses and organizations to design and administer retirement plans.

Experience

After graduating law school, Remus worked with the Internal Revenue Service in Boston and New York where he sharpened his tax skill. He then joined Morgan Stanley Trust as a Senior Tax Consultant and Vice-President. At Morgan Stanley, Remus assisted clients throughout the United States with tax, trust and estate planning issues. Prior to joining People's United Bank, Remus was responsible for leading Berkshire Bank's Asset Management and Trust Group in Vermont.

Professional Designation

  • Remus is an attorney admitted to the Massachusetts and New York bars 
  • Certified Trust and Financial Advisor (CTFA)

Affiliations

  • Vermont Banker's Association, Trust Committee
  • Institute of Certified Bankers
  • Estate Planning Council of Eastern New York
  • Argyle Free Library—Board President

Education

  • Bunker Hill Community College, associate's degree in accounting
  • Union College, bachelor's degree
  • New England School of Law, law degree
  • HeckerlingEstate Planning Institute, certificate
  • Cannon Financial Institute, certificate 

Contact Info

802.442.7610

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Disclaimer



Investment and Insurance Products:

  • Not Insured by FDIC or any Federal Government Agency
  • Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate
  • May Lose Value

Investment and insurance products are offered through People’s Securities, Inc., a Broker/Dealer, member of FINRA and SIPC, an insurance agency and a registered investment advisor. People’s Securities, Inc. is a subsidiary of People’s United Bank, N.A. Investment products may involve risk, including possible loss of principal.

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