Dale E. Veitch, an experienced professional from Orlando, started Lexington Family Office Services in 2002. This multi-family business was recognized as one of the fastest growing businesses by The Family Wealth Alliance in 2006. He is the CEO/Chief Family Strategist and combines his incomparable talent, entrepreneurial spirit and diverse experience to run this fastest growing family business in the country. Being the lead strategist of the firm, Dale co-ordinates with other members of the Lexington team and the trusted advisors of the clients, to develop efficient solutions for meeting all tax, risk management, financial planning, asset protection, insurance, estate planning, philanthropic and lifestyle related needs of the clients. Dale E. Veitch has also served as the past president of the Oceanside Rotary Club of Daytona Beach. He financially supports this non-profit organization through Lexington Family Office Services.
Dale E. Veitch has gained recognition as an upstanding citizen and has also received an Honorable Discharge from the United States Air Force. He is popular as a pioneer and visionary and has been serving in the financial services industry for over 18 years. He is a Bachelor in Business Administration from Embry Riddle University and holds a Certification in Financial Planning from the University of Central Florida. Besides this, Dale also holds the Certified Investment Management Consultant (CIMC) designation through IMCA and the Wharton School of Business. He started his career in the insurance business in 1984 while serving organizations like Central Insurance Underwriters and Metropolitan Life Insurance Company.
In 1998, Dale E. Veitch established his own independent wealth management firm which was rated amongst top 100 independent investment advisory firms in the country by Bloomberg Wealth Management in 2001. Apart from being a knowledgeable and 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 has gained recognition as an upstanding citizen and has also received an Honorable Discharge from the United States Air Force. He is popular as a pioneer and visionary and has been serving in the financial services industry for over 18 years. He is a Bachelor in Business Administration from Embry Riddle University and holds a Certification in Financial Planning from the University of Central Florida. Besides this, Dale also holds the Certified Investment Management Consultant (CIMC) designation through IMCA and the Wharton School of Business. He started his career in the insurance business in 1984 while serving organizations like Central Insurance Underwriters and Metropolitan Life Insurance Company.
In 1998, Dale E. Veitch established his own independent wealth management firm which was rated amongst top 100 independent investment advisory firms in the country by Bloomberg Wealth Management in 2001. Apart from being a knowledgeable and 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