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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.
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.
Our team is here to answer any questions you may have. Contact us if you would like to learn more about the trust and custody services that we offer our clients.
We serve the trust and custody needs of individuals, families, and charitable organizations, and we welcome the opportunity to work with your trusted advisors.
Use our signature active investment management style to monitor and adjust your investment accounts according to the market environment and your goals.
Access our comprehensive collection of investment insights, which are available to help you learn more about a variety of topics.
February 03, 2023
February 01, 2023
February 01, 2023
January 30, 2023
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Our committed team averages 20 years experience in the financial services industry. Staff credentials include, but are not limited to, JD, CTFA, and trust tax specialist.
Managing Director, Client Services and Business Operations and President, Exeter Trust Company
Senior Wealth Management Consultant
Vice President and Trust Officer
Assistant Vice President and Trust Officer
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.
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