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
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
No comments:
Post a Comment