Exeter Trust Company

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.

Learn more about our services

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.


Exeter Trust Company 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

Use our signature active investment management style to monitor and adjust your investment accounts according to the market environment and your goals.

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.

  • September 28, 2022

    Protecting You from Yourself

    In investing, there’s no limit to how high a stock can go. Worst case, a stock can go off the board (i.e., to zero), and you’ll lose what you put in. But best case, a stock can go up 2x, 5x, 10x or more, delivering massive gains to the long-term investor. This wide range of outcomes is the …
  • September 27, 2022

    Four Policies Every Organization Needs for an Endowment

    What goes into managing and growing a successful endowment? There are many important elements such as a committed board and staff members, knowledgeable and stable leadership, and strong financials and reputation. Having reliable policies is also a necessity. These documents not only form the …
  • September 22, 2022

    Understanding Medicare and Open Enrollment

    The annual Medicare Open Enrollment period starts on October 15th and runs until December 7th. During this period, individuals already enrolled in Medicare Part A & B (see below to understand the different parts of Medicare) via original Medicare or a Medicare Advantage (Part C) plan can: …
  • September 22, 2022

    From the Desk of our Fixed Income Director

    Marc Bushallow, CFA Managing Director, Fixed Income In his capacity as Managing Director of Fixed Income, Marc and his team manage the implementation of our Fixed Income processes and frameworks for both multi-asset and fixed income specific strategies. In addition, Marc is a member of …

Financial Planning Blog

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The Exeter Trust Company Team

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.

  • Scott Morabito

    Managing Director, Client Services and Business Operations and President, Exeter Trust Company

  • Veronica Van Nest, JD

    Senior Wealth Management Consultant

  • Leslie Rector

    Vice President and Trust Officer

  • Jon Lindboom

    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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