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.

Download our Trusteed IRA brochure to learn more


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.

 

Trusteed IRA: Ensuring Your Legacy Lives On

Featuring Leslie Rector, Vice President and Trust Officer

Our Trusteed IRA is designed to go beyond retirement savings to offer a simple, smart solution to your estate planning needs.

Learn more


Financial Planning Blog

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


  • May 23, 2019

    Webinar: How Near-Sighted Investment Decisions Can Impact Your Future

    Planning for retirement can be a daunting task, especially for investors who have taken a more hands-on approach to managing their investments. In this webinar, we discuss the importance of understanding the impact investment decisions made today can have on your future. Our …
  • May 15, 2019

    Prosper, Volume Two

    Our Family Wealth Management team is committed to helping people navigate the complexities and uncertainties that exist when preparing financially for their futures. In Prosper, we address a diverse range of planning challenges to ensure your legacy lives on, including useful information on …
  • April 22, 2019

    Today’s Household CFO

    When it comes to investing and managing household finances, women’s roles have evolved. Just as the number of women in the workforce has drastically increased over the past several decades, so too has the number of women who have taken on the responsibility of their family’s finances. In fact, …
  • March 26, 2019

    Getting Started With Estate Planning

    Estate planning can be overwhelming. It involves complex topics and decisions that cause many people to put it off altogether. We will walk you through the basics of estate planning and provide resources that can help you develop your financial plan, including our popular guide to estate planning.

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.

  • Megan Henry

    President of 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

  • 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.


Loading...