Overview

The Exeter Group of Companies — Professionals

Our nationwide 1031 Exchange, trust, agency, and custody account administrators include some of the most knowledgeable and experienced professionals in the industry today.

We Have The Answers You Are Looking For.  Go Ahead, Ask.

Our 1031 Exchange and Trust Administrators are always available to answer your 1031 Tax-Deferred Exchange, Self-Directed IRA, Custody Account, Specialty Holding Escrow, or Title Holding Trust (Land Trust) questions no matter how technical or complicated they might be.  We have the answers that you are looking for.  Go Ahead, Ask!  And, we are bilingual.  We speak English, Spanish and Arabic.  You can reach our Administrators by contacting one of our offices listed below or by calling toll free (866) 393-8377.

Speak With a Senior Administrator Now — 24/7

Our 1031 Exchange and Trust Administrators are available anytime — day or night — to answer any Tax-Deferred Exchange, Self-Directed IRA, Custody Account, Specialty Holding Escrow, or Title Holding Trust (Land Trust) questions you may have. Go Ahead, Ask! Exeter 24/7 Connect. 

The Exeter Group of Companies — Product and Service Groups

National Corporate Headquarters Office — San Diego, California

  • William "Bill" L. Exeter
    Chief Executive Officer, Chief Trust Officer and President
  • Phuong Thanh Tran
    Executive Administrative Assistant

1031 Exchange Services Group — San Diego, California

Trust Operations Group

  • Sharon R. Robertson, CPA
    Senior Vice President and Chief Financial Officer, Trust Operations Group
    Exeter Trust Company, Cheyenne, Wyoming
  • Brenda Doolittle
    Trust Operations Administrator
    Northwest Regional Office, Seattle, Washington
  • Amy Doolittle
    Trust Operations Intern

Marketing Services Group

Business Development Group

Southwest Office Locations — California

National Corporate Headquarters Office
San Diego, California

Los Angeles Regional Office
Los Angeles, California

Orange County Branch Office
Newport Beach, California

Inland Empire Branch Office
Riverside and San Bernardino Counties, California

Northern California Branch Office
San Francisco, California

  • Open Position
    Business Development Officer
    Western Region

Southwest Office Locations — Arizona

Southwest Regional Office
Phoenix, Arizona

Northwest Office Locations — Seattle, Washington

Northwest Regional Office
Seattle, Washington

Mountain Regional Office — Cheyenne, Wyoming

Mountain Regional Office
Cheyenne, Wyoming

Midwest Regional Office — Chicago, Illinois

Midwest Regional Office
Chicago, Illinois

Southeast Regional Office — Ft. Lauderdale, Florida

Southeast Regional Office
Ft. Lauderdale, Florida

Visit Exeter News Wire for new national branch office announcements coming soon.

State of Washington Required Notice:

Washington State Law, RCW 19.310.040, requires an exchange facilitator to either maintain a fidelity bond in an amount of not less than one million dollars that protects clients against losses caused by criminal acts of the exchange facilitator, or hold all client funds in a Qualified Escrow Account or Qualified Trust Account.

San Diego, California  |   Los Angeles, California  |   San Francisco, California | Seattle, Washington  |   Phoenix, Arizona   |   Chicago, Illinois   |   Cheyenne, Wyoming   |   Ft. Lauderdale, Florida

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