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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.
Megan Henry, President of Exeter Trust Company, gives an overview of our services.
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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September 18, 2020
College Planning 101 Questions & Answers with Jodi Atkin
Jodi Rosenshein Atkin is an independent college admissions counselor in private practice, working with students throughout the United States. She provides personalized guidance to students and families throughout the college choice process, helping them find a "best fit" academically, … -
August 28, 2020
Webinar: Planning for College During COVID-19
Navigating the college application process is challenging under normal circumstances – add a pandemic into the mix and it’s enough to make your head spin. Watch as our panel of experts discuss strategies for young adults preparing for college and beyond, as well as timely … -
August 17, 2020
Rollover Reminder: Deadline Approaching
As the end of August quickly approaches, it’s worth reminding retirement account owners and beneficiaries that they have until the end of the month to return (rollover) any Required Minimum Distribution (RMD) amounts withdrawn so far in 2020. Individuals should also ensure that they’ve … -
August 11, 2020
3 Important Considerations When Drafting Your Will
We often think of August as the “dog days of summer,” but did you know it’s National Make A Will Month? While I didn’t, I can understand why a month has been dedicated to raise awareness about making a will. A will is the most important document in an estate plan because it’s the primary …
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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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Megan Henry
President of 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
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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.