1031 Exchange Services

Custody Services Group

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

Our nationwide custody account administrators include some of the most knowledgeable and experienced professionals in the industry today. We are always available anytime�day or night�to answer your Ccustody Services questions no matter how technical or complex they may be.

We Are Multilingual

We speak English, Spanish and Arabic. You can reach our Administrators by calling toll free (866) 393-8377.

William L. Exeter

Chief Executive Officer and Chief Trust Officer

Sharon R. Robertson, CPA

Senior Vice President

Jean Moran

Vice President and Trust Operations Manager

Suzette Irwin

Trust Operations Specialist

Patricia Nogo

Accounting Specialist

Open Positions