Subscribe to our newsletter. Subscribe
Exeter 1031 Exchange Services, LLC has been recognized as one of the top qualified intermediaries for the sixth consecutive year by Fit Small Business. The company stands out due to its rare regulatory oversight, robust financial protections, and unmatched 24/7 access to its team, ensuring client confidence in the security of their 1031 exchange funds.
The Exeter Croup Of Companies has expanded access to its executive leadership and
professional teams, giving clients and advisors greater visibility into, and direct access to,
the experienced professionals responsible for their transactions.
Exeter 1031 Exchange Services has opened a Texas Regional Office in Houston, expanding its national presence to better serve real estate investors and advisors throughout Texas. The office will offer a range of 1031 exchange services, backed by rigorous regulatory oversight and strong client fund protections.
Lauren H. Speidel has been promoted to Vice President and Regional Manager of Exeter 1031 Exchange Services’ Midwest Regional Office in Chicago. With a strong background in 1031 exchanges, she has significantly contributed to the office’s growth since 2017, overseeing client relations, marketing, and sales while joining the leadership team.
The Exeter Group promoted Amanda J. Brynoff to Vice President and Controller, emphasizing her role in financial oversight and regulatory compliance across its subsidiaries, including Exeter Trust Company. Brynoff’s extensive experience will enhance the organization’s commitment to high financial standards as it expands its self-directed trust and custody services.
The Exeter Group has promoted Brett L. Davis to Senior Vice President and Chief Trust Officer, overseeing trust and custody operations for Exeter Trust Company. His expertise in financial services strengthens the firm’s ability to manage self-directed retirement accounts and alternative investments while ensuring compliance and operational excellence in client service.
Download as PDF When business entities and individuals engage in complex financial or legal transactions, securing cash and non-traditional assets is an immediate priority. A specialty holding escrow provides a highly secure, meticulously structured solution for holding funds, physical documents, or intellectual property until specific contractual conditions are satisfied. Also known as a holdback escrow […]
