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.

  • March 26, 2020

    Controlling Your Controllable

    March has already proven to be an incredibly stressful time for investors. With the continually developing situation surrounding the coronavirus, you should expect more volatility in the weeks to come. So much of what is going on is outside of your control. To help prevent the virus from …
  • March 19, 2020

    Webinar: The SECURE Act and Your Retirement

    At the end of 2019, the Setting Every Community up for Retirement Enhancement (SECURE) Act was signed into law, which has a significant impact on retirement planning strategies. With its passage, certain strategies that have been in place for years should now be reevaluated to …
  • March 05, 2020

    Understanding the SECURE Act: Inherited IRAs and the “Stretch” Concept

    The SECURE Act, which was signed into law late last year, has several provisions that impact distribution rules for IRAs. Arguably the most noteworthy change is the partial elimination of the “stretch IRA”. Starting in 2020, for IRAs passing to certain beneficiaries – non-eligible designated …
  • February 18, 2020

    Four Signs it’s Time to Update Your Estate Plan

    Everyone has an excuse for putting off a visit to their estate planning attorney. An appointment with your attorney may force you to make difficult decisions, can be expensive, and may evoke fears of death. However, having an effective, up-to-date estate plan is vital to achieving your multi- …

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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.

  • 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.


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