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
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
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