Suzanne M. Davis

Vice President and Manager of Trust Operations

and IRA Administration

Suzanne M. Davis is Vice President and Manager for Trust Operations for The Exeter Group of Companies, including Exeter 1031 Exchange Services, LLC, Exeter Fiduciary Services, LLC and Exeter IRA Services, LLC and its affiliate companies.   She is located in the company's corporate headquarters office located in San Diego, California.

Fiduciary Services Executive

Ms. Davis has day-to-day management responsibility for financial services, including the administration of Self-Directed IRAs, cash management, financial and regulatory reporting and trust and corporate accounting operations for The Exeter Group of Companies. 

Immediately prior to joining Exeter 1031 Exchange Services, LLC, Ms. Davis served for four years as Assistant Vice President and National Operations Manager for TransUnion Exchange Corporation (formerly Diversified Exchange Corporation), and previously served eight (8) years as Trust Officer and Manager of the Retirement and Custodial Services Group of The Chicago Trust Company of California (formerly Security Trust Company) where she specialized in the administration of Self-Directed IRAs. She has also accumulated extensive bank operations experience while working in numerous management positions with Bank of America for over 18 years.

Professional Associations

Ms. Davis has been involved in the community as a member and participant of several career-related associations such as Regional Director and member of the Board of Directors of the San Diego County Escrow Association (SDCEA), the San Diego Creative Investors Association (SDCIA), California Escrow Association (CEA), NorCal Escrow Association (Nor-Cal), San Diego County Association of Realtors (SDAR), San Diego chapter of CCIM and CREW, Los Angeles County Board of Realtors (LACBOR) and AIR Commercial Real Estate Association.

Community Involvement

She currently serves as a member of the Board of Directors and Treasurer, and previously served as President, of the James Madison High School Cheer Booster Club.  She has volunteered for Sunshine's Walk for Kids, the kick-off to the Children's News day benefiting The Children's Hospital and Health Center and at the Senior Community Centers of San Diego.

Exeter 1031 Exchange Services, LLC

Exeter Fiduciary Services, LLC

Exeter IRA Services, LLC

National Corporate Headquarters

402 West Broadway, Suite 400

San Diego, CA 92101

General Office: (619) 239-3091

Direct Line (619) 752-1625

Toll Free: (866) 393-8370

Facsimile: (619) 822-1571

Email Ms. Davis

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