Monday, 18 April 2011

Dale E. Veitch Has Served Honorably In The United States Air Force For 4 Years

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

Saturday, 9 April 2011

Dale E. Veitch Transitioned A Commission Based Firm To A Fee-Only Financial Planning Firm In 1995

Dale E. Veitch is a successful professional from Orlando, Florida. He has over 18 years of experience in the financial services industry. Presently working as the Managing Member of Lexington Family Office Services, Dale started his own independent wealth management firm in 1998. He served the firm as its owner, Director of Investments and Director of Operations since its initiation. In 2001, this company was rated amongst the top 100 independent advisory firms in the country by Bloomberg Wealth Management. Later in 2002, his vision drove him to start a multifamily office which is now popularly known as Lexington Family Office Services. In 2006, The Family Wealth Alliance rated this business as one of the fastest growing firms among multifamily offices.

Dale E. Veitch received an Honorable Discharge from the United States Air Force and a Certified Investment Management Consultant (CIMC) designation 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. Dale E. Veitch has been working as the CEO/Liaison of Lexington Family Office Services where he formulates the Family's Strategic Plan and coordinates advice from all team players in order to assure that the plan is implemented efficiently and on a timely basis. Besides this, Dale also takes pride in monitoring the plan over time and informing all generations about the impact of the family's wealth on their individual lives.

Dale E. Veitch was the past president of the Oceanside Daytona Beach Rotary Club and has also served on The Stetson University Family Enterprise Center Advisory Board. He has a passion for archery and is an accomplished former professional motorcycle road racer. He lives in in Daytona Beach, Florida with his wife Jeanette and enjoys offshore fishing during free time. Before starting his own independent wealth management business, Dale worked as an analyst for Central Insurance Underwriters in 1986. He has also worked for Metropolitan where he looked after the preparation and sale of strategies in order to help high net worth clients protect their assets. In addition to this, in 1995 he transitioned a commission-based firm to a fee-only financial planning firm. For more information, please browse through http://www.lexingtonfamilyoffice.com

Friday, 8 April 2011

Dale Veitch Is The Chief Family Strategist Of Lexington Family Office Services

Based in Orlando, Florida, Dale Veitch is renowned professional with over 18 years of experience in the financial services industry. He began his career in 1984 in the insurance sector and served organizations like Central Insurance Underwriters and Metropolitan Life Insurance Company. Dale was later hired by an independent financial planning company to serve as its Director of Investments. In 1998, Dale Veitch started his own independent wealth management company which was rated as one of the top 100 independent investment advisory firms in the country by Bloomberg Wealth Management in 2001.

Following his vision, in 2002, Dale Veitch initiated a multifamily office which is popularly known as Lexington Family Office Services. In 2006, it was recognized as one of the fastest growing businesses among multifamily offices by The Family Wealth Alliance. Dale is the CEO/Chief Family Strategist of Lexington Family Office Services and brings in exceptional talent, entrepreneurial spirit, and diverse experience in the financial services industry to serve this fastest growing multifamily office in the country. As the lead strategist, Dale Veitch along with other team players of the Lexington team and the other trusted advisors of the client develops efficient solutions to the fulfill the client's tax, risk management, financial planning, asset protection, insurance, estate planning, philanthropic and lifestyle needs. In order assist his clients in these areas, he designs a long-term strategy and ensures to coordinate, implement and monitor the strategic plan in a professional and timely manner.

Owing to his excellent and highly dependable services, Dale Veitch has gained popularity in the industry as a pioneer and visionary. He 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 for mitigating the risks they face. Dale Veitch has served honorably in the United States Air Force for 4 years. Popular as an upstanding citizen, he has also served as the past president of the Oceanside Rotary Club of Daytona Beach. He is a Bachelor in Business Administration from Embry Riddle University. Dale is certified in Financial Planning from the University of Central Florida and also holds Certified Investment Management Consultant (CIMC) designation through IMCA and the Wharton School of Business. For more information, please browse through http://www.lexingtonfamilyoffice.com

Tuesday, 5 April 2011

Dale E. Veitch Founded His Own Independent Wealth Management Firm In 1998

Dale E. Veitch, the Managing Member of Lexington Family Office Services, has over 18 years of experience in the financial services industry. He is an extensively experienced professional who started his own independent wealth management firm in 1998. Since inception, he has been serving this company as its owner, Director of Investments and Director of Operations. In 2001, it was recognized as one of the top 100 independent advisory firms in the country by Bloomberg Wealth Management. In 2002, Dale's vision drove him to establish a multifamily office which is popularly known as Lexington Family Office Services. In 2006, it was rated as the fastest growing firm among multifamily offices surveyed by The Family Wealth Alliance.

As the CEO/Liaison of Lexington Family Office Services, Dale E. Veitch formulates the Family Strategic Plans and coordinates advice from all team players to ensure that the plan is implemented efficiently and on a timely basis. In addition to this, he takes pride in monitoring the plan from time to time and educating all generations on the impact of the family's wealth on their individual lives. Dale E. Veitch earned an Honorable Discharge from the United States Air Force and graduated with a Bachelor's degree in Business Administration from Embry Riddle Aeronautical University in 1993 and in 1997 he completed his Graduate Studies in Financial Planning (Certified Financial Planning Course) from the University of Central Florida. Besides this, Dale is a Certified Investment Management Consultant (CIMC) through IMCA and the Wharton School of Business.

Prior to starting his own independent wealth management firm, Dale E. Veitch worked as an analyst for Central Insurance Underwriters in 1986. 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. Apart from this, Dale is an avid archery hunter and a talented former professional motorcycle road racer. He resides 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