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Our Professionals

Angela Bailey (Andre)

David Blair

George Brock

Maureen H. Brown
Suzanne M. Davis

Brenda Doolittle

Walter Ernst

Rosa Esqueda

William L. Exeter

Marcy Gendel

Natalie Georges

Denise Gianni

Elizabeth Harris

Barbara Joyce

William M. Mejia

Steven W. Monk

Teresa Rodriguez

Roberto Romero, Esq.

Bann Sabaga

Amy Sotereanos

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William L. Exeter

President and Chief Executive Officer

William "Bill" L. Exeter is the President and Chief Executive Officer for The Exeter Group of Companies, including Exeter 1031 Exchange Services, LLC, Exeter Fiduciary Services, LLC, Exeter IRA Services, LLC and their affiliate companies.  Mr. Exeter is based in the company's national corporate headquarters office located in San Diego, California.

Fiduciary Services Executive

Mr. Exeter has been in the fiduciary services industry since 1980.  He began specializing in real estate tax strategies in 1985 with a specialty emphasis in 1031 and 1033 Exchanges as well as Self-Directed IRAs

His area of expertise also includes specialized trust and fiduciary services for the real estate industry, including Title Holding Trusts or Land Trusts, dispute settlement trust accounts, dispute resolution trust accounts, divorce or dissolution trust accounts, cash holding escrows or holding trust accounts, and environmental hazardous waste clean-up fund trust accounts. 

Professional Speaker, Author and Advisor

He has written and lectured extensively on 1031 and 1033 Exchange transactions pursuant to Sections 1031 and 1033 of the Internal Revenue Code, tenant-in-common (TIC) investment properties as like-kind replacement property solutions for 1031 and 1033 Exchange transactions pursuant to IRS Revenue Procedure 2002-22, Self-Directed IRAs, Structured Sales, and Title Holding Trusts or Land Trusts. 

Mr. Exeter has recently been selected as the Chief Technical Editor and Contributing Author for the soon to be published book, "Real Estate Wealth; Investing in Turbulent Times”, through Collaborative Press. 

In addition, Mr. Exeter is the owner and host of The Exeter Group Real Estate Talk Radio Show™, is a frequent guest expert on "The Financial Advisors — Money Talk Radio Show” on San Diego News Radio AM 600 KOGO, the "Craig Sewing Radio Show" on San Diego AM 1170 KCBQ, "The American Dream TV and Radio Shows on San Diego Cox/Time Warner Cable Channel 4, on "House Calls" on Los Angeles Talk Radio AM 790 KABC, and on the "Inside Business Radio Show" on Business Talk Radio AM 1000 KCEO San Diego.

Expert Witness Testimony

Mr. Exeter also serves as an industry consultant, advisor and expert witness.  His work as an expert witness focuses on matters related to 1031 Exchanges, 1033 Exchanges, Self-Directed IRAs and Title Holding Trusts or Land Trusts.  His expert witness work has included testimony at numerous depositions and trials. 

Professional Experience

Immediately prior to founding The Exeter Group of Companies he served as President and Chief Executive Officer of TransUnion Exchange Corporation (formerly Diversified Exchange Corporation) in San Diego, California for four years and prior to that as Executive Vice President and Chief Operating Officer of The Chicago Trust Company of California and its 1031 Exchange subsidiary in San Diego, California for 13 years that were part of the Chicago Title and Trust Family of Companies. 

In addition, he served as a senior executive with two 1031 Exchange companies in the 1980s during the 1031 Exchange industry’s infancy, and is one of the founding members of the industry's trade association, the Federation of Exchange Accommodators.  He has administered in excess of 125,000 1031 Exchange transactions during his career.

He was Assistant Vice President and Controller of Provident Savings Bank in Riverside, California and Assistant Vice President and Controller of OneCentral Bank in Glendale, California during the 1980's. 

Mr. Exeter’s professional experience includes 1031 Exchange, 1033 Exchange, title insurance and escrow services, fiduciary, trust and retirement account administration and services, trust operations, investment management services, commercial banking, and insurance administration.

Professional Associations

Mr. Exeter is involved with numerous professional organizations including the Society of Exchange Counselors (SEC), Real Estate Investment Securities Association (REISA, formerly TICA), AIR Commercial Real Estate, ICSC, the San Diego Chapters of CCIM and CREW, NAIOP, SIOR, California Escrow Association, San Diego County Escrow Association, and NorCal Escrow Association, San Diego County Creative Investors Association and is one of the founders of The Center for Wealth & Legacy™.

Education and Certifications

Mr. Exeter graduated from California State University, Los Angeles with a Bachelors of Science degree in Accounting, and from the Cannon Financial Institute, attaining the Certified Securities Operations Professional (CSOP) designation. 

He has also been certified as a National Certified Guardian ("NDG") by the Center for Guardianship Certification, and is licensed by the State of California's Professional Fiduciaries Bureau as a California Professional Fiduciary (license number 448). 

He is currently working toward his Certified Trust and Financial Advisors certification through Cannon Financial Institute and his Certified Commercial Investment Member (CCIM) designation.

Exeter 1031 Exchange Services, LLC
Exeter Fiduciary Services, LLC
Exeter IRA Services, LLC
National Corporate Headquarters Office
402 West Broadway, Suite 400
San Diego, California 92101
General Office Telephone (619) 239-3091
1031 Exchange Administration (619) 752-1629
Facsimile for 1031 Exchange Services Group (619) 822-1571
Facsimile for Trust and Fiduciary Services Group (619) 822-1574
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