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 08, 2021

    Keeping Tabs on Tax Changes

    The tax code has been through a whirlwind these past few years. We’d forgive our readers if they have a hard time keeping it all straight. To briefly recap, the changes started at the end of 2019 with the passage of the SECURE Act, which changed a number of rules relating to IRAs and …
  • August 20, 2021

    Avoiding Common Behavioral Mistakes

    We’ve all been there. We didn’t think it through and made a poor decision with our money. Was it because of something you didn’t know in the moment, or maybe you received some poor advice? Or was it more innocent than that: Did you fall victim to a cognitive gaffe or an emotional bias? …
  • July 22, 2021

    Webinar: Mid-Year Outlook: Guiding You Through a Market in Limbo

    In this webinar, our experts discussed the roaring economic recovery, where we think markets are heading next, and how inflation can impact your portfolio, your plan, and more. You may also be interested in our Mid-Year Outlook, where Ebrahim Busheri, Director of Investments, …
  • July 12, 2021

    Mid-Year Outlook 2021: Guiding You Through a Market in Limbo

    The economy is roaring, and the market has bounced back, hitting new highs along the way and leaving many investors wondering if we’ve come too far too fast. In our Mid-Year 2021 Outlook, we answer this key question and lay out our expectations for the rest of the year.

Financial Planning Blog

Sign up to stay up-to-date with the latest industry trends and topics.

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.