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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.
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February 03, 2023
How to Create an Estate Plan
There are two main reasons why people delay or altogether avoid estate planning: It forces you to confront your own mortality, which most people find uncomfortable as you’re forced to think about death, especially one’s own. It requires you to make difficult decisions that may impact the … -
February 01, 2023
Non-Parent 529 Plans are About to Become Even Better
Key Takeaways Beginning in 2023, changes to FAFSA rules will create opportunities for extended family members to lend a hand with college costs without harming financial aid. Gifts or 529 Plan distributions from non-parent accounts were previously considered income to the student, but with … -
February 01, 2023
February Perspective
A Green January 2023 started off strong with all US stock indexes finishing the month in the green, a welcomed sight for investors. The S&P 500 added 6.2% in January, while the Nasdaq Composite finished the month gaining 11% – marking its best start to the year since 2001. Optimism stems from a … -
January 30, 2023
5 Things to Know About Recessions
Is a recession coming? A question that is top of mind for investors, businesses, and everyone in between. In our Annual Outlook, we shared our view that growth will continue to slow, and a recession is the most likely outcome. If a recession does materialize, we expect downward pressure on …
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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.
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Scott Morabito
Managing Director, Client Services and Business Operations and President, Exeter Trust Company
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Veronica Van Nest, JD
Senior Wealth Management Consultant
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Leslie Rector
Vice President and Trust Officer
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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.