Dale E. Veitch, Orlando, Florida based professional has an experience of more than 18 years in the financial services industry. Owing to his hard work and dedication, he has been able to gain the reputation of a pioneer as well as a visionary. Past president of the Oceanside Rotary Club of Daytona Beach, Dale E. Veitch is known as an upstanding citizen. He received an Honorable Discharge from the United States Air Force. Dale graduated with a Bachelors Degree in Business Administration from Embry Riddle University. He received a Certificate in Financial Planning from the University of Central Florida. He also holds a Certified Investment Management Consultant (CIMC) designation through IMCA and the Wharton School of Business.
Dale E. Veitch started his career in the insurance business in 1984. He holds an experience of working with organizations like Central Insurance Underwriters and Metropolitan Life Insurance Company. Dale was later hired by an independent financial planning company where he worked as the Director of Investments. Later in 1998, Dale E. Veitch started his own independent wealth management firm which was rated as one of the top 100 independent investment advisory firms in the country by Bloomberg Wealth Management in 2001. In 2002, his vision drove him to start a multifamily office (MFO), popularly known as Lexington Family Office Services. It was recognized as one of the fastest growing businesses among MFO’s by The Family Wealth Alliance in 2006.
Dale E. Veitch, the CEO/Chief Family Strategist of this multifamily business combines his exceptional talent, entrepreneurial spirit, and diverse experience in the financial services industry to serve this fastest growing MFO in the country. As the lead strategist of Lexington Family Office Services, Dale along with other team players as well as the trusted advisors of the clients develops efficient solutions to solve tax, risk management, financial planning, asset protection, insurance, estate planning, philanthropic and lifestyle related needs of the clients. Apart from being a talented and extensively experienced professional, Dale E. Veitch has presented at about 12 national events on a large number of topics including family office services and risk management techniques that families must take into consideration while mitigating the risks faced by them. For more information, please browse through http://www.lexingtonfamilyoffice.com
Dale E. Veitch started his career in the insurance business in 1984. He holds an experience of working with organizations like Central Insurance Underwriters and Metropolitan Life Insurance Company. Dale was later hired by an independent financial planning company where he worked as the Director of Investments. Later in 1998, Dale E. Veitch started his own independent wealth management firm which was rated as one of the top 100 independent investment advisory firms in the country by Bloomberg Wealth Management in 2001. In 2002, his vision drove him to start a multifamily office (MFO), popularly known as Lexington Family Office Services. It was recognized as one of the fastest growing businesses among MFO’s by The Family Wealth Alliance in 2006.
Dale E. Veitch, the CEO/Chief Family Strategist of this multifamily business combines his exceptional talent, entrepreneurial spirit, and diverse experience in the financial services industry to serve this fastest growing MFO in the country. As the lead strategist of Lexington Family Office Services, Dale along with other team players as well as the trusted advisors of the clients develops efficient solutions to solve tax, risk management, financial planning, asset protection, insurance, estate planning, philanthropic and lifestyle related needs of the clients. Apart from being a talented and extensively experienced professional, Dale E. Veitch has presented at about 12 national events on a large number of topics including family office services and risk management techniques that families must take into consideration while mitigating the risks faced by them. For more information, please browse through http://www.lexingtonfamilyoffice.com