William “Bill” L. Exeter serves as Chief Executive Officer, Chief Trust Officer, Chief Financial Officer and Treasurer for various companies within The Exeter Group of Companies, including The Exeter Group, LLC and Exeter 1031 Exchange Services, LLC headquartered in San Diego, California, Exeter Trust Company and Exeter Asset Services Corporation headquartered in Cheyenne, Wyoming, and their affiliate companies. Mr. Exeter is one of the founders of The Exeter Group of Companies and has been with the company since its inception in 2004. He is based in The Exeter Group of Companies’ national corporate headquarters office in San Diego, California.
Bill has been in the financial services industry for over 40 years. He has administered in excess of 125,000 1031 Exchange transactions, is one of the founding members of the 1031 Exchange industry’s trade association, the Federation of Exchange Accommodators and has administered thousands of Self-Directed IRAs and Individual 401(k) Plans and Custody/Investment Accounts during his extensive career.
Mr. Exeter graduated from California State University, Los Angeles with a Bachelor of Science degree in accounting, and from the Cannon Financial Institute, attaining the Certified Securities Operations Professional (CSOP) designation.
Bill and his wife Hiba are longtime La Mesa residents and have a 3-year-old daughter.