Dale Veitch has been working in the financial services industry for over 18 years. He started his career by working as an analyst for Central Insurance Underwriters and later in 1993 worked for Metropolitan Insurance Company where he prepared and sold strategies to help high net worth clients protect their assets. In 1995, he was hired by a commissions-based financial planning firm to serve as the Director of Investments. This independent financial planning firm was then converted into a fee-only financial planning firm by him. In 1998, Dale incorporated his own independent wealth management firm where he assumed the roles of Director of Investments and Director of Operations. This firm was recognized by Bloomberg Wealth Management in 2001 as one of the top 100 independent investment advisory firms in the country.
Dale's vision drove him to form a multi-family office in 2002. The firm is popularly known as Lexington Family Office Services. Dale Veitch acts as the Family's CEO/Family Liaison and drafts the Family's Strategic Plan and coordinates advice from all team players with an aim to ensure the plan is implemented efficiently and in a timely manner. In 2006, Lexington Family Office Services was rated as one of the fastest growing firms among multifamily offices by The Family Wealth Alliance. As the CEO/Chief Family Strategist, Dale also takes pride in monitoring the plan over time and educating all generations on the impact the family's wealth will have on their individual lives. Dale is a national speaker and has presented on a variety of topics that pertain to the family office industry.
Dale Veitch received an Honorable Discharge from the United States Air Force. A Certified Investment Management Consultant (CIMC) through IMCA and the Wharton School of Business, he graduated with a Bachelor's degree in Business Administration from Embry Riddle Aeronautical University in 1993 and in 1997 he completed Graduate Studies in Financial Planning (Certified Financial Planning Course) from the University of Central Florida. He was the past president of the Oceanside Daytona Beach Rotary Club and has also served on The Stetson University Family Enterprise Center Advisory Board. Dale is an avid archery hunter and an accomplished former professional motorcycle road racer. He resides in in Daytona Beach, Florida with his wife Jeanette and enjoys offshore fishing during free time. For more information, please browse through http://www.lexingtonfamilyoffice.com
Dale's vision drove him to form a multi-family office in 2002. The firm is popularly known as Lexington Family Office Services. Dale Veitch acts as the Family's CEO/Family Liaison and drafts the Family's Strategic Plan and coordinates advice from all team players with an aim to ensure the plan is implemented efficiently and in a timely manner. In 2006, Lexington Family Office Services was rated as one of the fastest growing firms among multifamily offices by The Family Wealth Alliance. As the CEO/Chief Family Strategist, Dale also takes pride in monitoring the plan over time and educating all generations on the impact the family's wealth will have on their individual lives. Dale is a national speaker and has presented on a variety of topics that pertain to the family office industry.
Dale Veitch received an Honorable Discharge from the United States Air Force. A Certified Investment Management Consultant (CIMC) through IMCA and the Wharton School of Business, he graduated with a Bachelor's degree in Business Administration from Embry Riddle Aeronautical University in 1993 and in 1997 he completed Graduate Studies in Financial Planning (Certified Financial Planning Course) from the University of Central Florida. He was the past president of the Oceanside Daytona Beach Rotary Club and has also served on The Stetson University Family Enterprise Center Advisory Board. Dale is an avid archery hunter and an accomplished former professional motorcycle road racer. He resides in in Daytona Beach, Florida with his wife Jeanette and enjoys offshore fishing during free time. For more information, please browse through http://www.lexingtonfamilyoffice.com
