Managing Your Legacy

Managing your financial assets to best serve your retirement, philanthropic, and wealth transfer goals can be a complex and daunting task. Exeter Trust Company, combined with Manning & Napier’s extensive investment expertise, provides a comprehensive fiduciary solution to build, invest, and manage your assets.

Let Us Earn Your Trust

We are large enough to offer the range of financial services you need, yet small enough to provide the personalized and confidential service you deserve.

We pride ourselves on a relationship-driven approach to ensure that we are the best possible stewards of your wealth.

About Exeter Trust Company

Learn how working with our dedicated team provides one, simple integrated solution to help meet your specific needs.

Our Services

We serve the trust and custody needs of individuals, families, and charitable organizations, and we welcome the opportunity to work with your trusted advisors.

Discretionary Trustee & Agent for Trustee Services

  • Trusteeships Under Trust Agreements
  • Trusts Under Will
  • Revocable Living Trusts
  • Charitable Trusts
  • Credit Shelter and Marital Trusts
  • Grantor-Retained Annuity,
    Income, & Unitrusts

Investment Management

  • Separate Account Management
  • Customized Blends of Securities
  • Proprietary Mutual Funds

Custody Services

  • Safekeeping of Client Portfolios
  • Account Maintenance and Recordkeeping
  • Daily Reconciliation
  • Daily Cash Deposits into Money Market Funds
  • Monthly Statements

Thought Leadership

Access our comprehensive collection of investment insights, which are available to help you learn more about a variety of topics.

Featured Video

Trusteed IRA: Ensuring Your Legacy Lives On

Featuring Leslie Rector, Vice President and Trust Officer

Our Trusteed IRA is designed to go beyond retirement savings to offer a simple, smart solution to your estate planning needs.

Learn More »
Featured Articles

August 18, 2017

Four Things You Can Do with Excess 529 Plan Funds

529 college savings plans are widely touted as the most effective way to save for college education expenses. As the use of 529 plans has proliferated, however, more people are facing a situation where a portion of the balance may not be needed for college.

March 28, 2017

Four Signs it’s Time to Update Your Estate Plan

Everyone has an excuse for putting off a visit to their estate planning attorney. An appointment with your attorney may force you to make difficult decisions, can sometimes be expensive, may evoke fears of death, and is generally not the first thing that comes to mind when deciding how to enjoy your day.

March 22, 2017

Medicare FAQs

As people approach age 65 and consider retirement, health care planning becomes a higher priority. It also becomes a common area of confusion. After years of having health care coverage through an employer provided plan, the various parts of Medicare and additional coverage options can be overwhelming.

February 23, 2017

Understanding Revocable Trusts

Wills and Revocable Trusts are estate planning tools which can be used to pass assets on at death. However, the structure of wills and trusts are quite different. In order to understand how both a will and trust work, you must first understand...

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Our Team

Our committed team averages 21 years experience in the financial services industry. Staff credentials include, but are not limited to, JD, CTFA, and trust tax specialist.

  • Megan Henry

    President of Exeter
    Trust Company

  • Veronica Van Nest, JD

    Vice President and
    Trust Officer

  • Leslie Rector

    Vice President and
    Trust Officer

  • Jon Lindboom

    Assistant Vice President and Trust Officer

  • David Orthner

    Assistant Vice President and Trust Officer

  • John Hughes

    Trust Administrator

  • Katherine Calabria

    Senior Account Administrator

Manning & Napier Advisors, LLC (Manning & Napier) provides investment advisory services to Exeter Trust Company (ETC).

Certain account minimums may apply to be eligible for Exeter Trust & Custody services.