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
-
David Blair
Business Development Officer
Southwest Region
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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