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 Exter 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

Exeter Trust Company 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

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  • January 31, 2018

    2018 Tax & Planning Guides

    Every new year seems to bring changes to tax laws, Social Security benefits, healthcare, and more. In many cases, this information can be difficult to locate or understand. With this in mind, we created a set of reference guides to break down exactly what you need to know about the new tax law, …
  • December 12, 2017

    Prosper

    We recognize that every financial situation is unique and the planning process can be complex, so our team of experts have created Prosper, a magazine full of useful financial planning information that's beneficial for the whole family. In this inaugural issue we cover a wide variety of planning …
  • December 11, 2017

    Year-End Tax Planning Tips

    The uncertainty surrounding potential tax law changes has dominated headlines in the past few weeks. While the tax landscape for 2018 is still up in the air, we know what the laws are for 2017 (assuming none of the potential changes are made retroactively, which appears unlikely based on recent …
  • November 20, 2017

    Tax Reform and What Comes Next

    As we near Thanksgiving and the end of November, one of President Trump’s deadlines for a possible tax reform bill is fast approaching. The House of Representatives and the Senate recently unveiled separate tax bills, with the House bill passing on the 16th of November and the Senate bill …

The Exeter Trust Company Team

Our committed team averages 16 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

  • Joan Rice

    Vice President, New Hampshire Liaison

  • Veronica Van Nest, JD

    Senior Wealth Management Consultant

  • Leslie Rector

    Vice President and Trust Officer

  • Jon Lindboom

    Assistant Vice President and Trust Officer

  • John Hughes

    Trust Administrator

  • 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.


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