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
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
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