Dale E. Veitch, the past president of the Oceanside Rotary Club of Daytona Beach, is popular as an upstanding citizen. He gained recognition in the industry as a pioneer and visionary. He received an Honorable Discharge from the United States Air Force. Based in Orlando, Florida, Dale E. Veitch has been serving in the financial services industry for over 18 years. He graduated as a Bachelor in Business Administration from Embry Riddle University and also received a Certification in Financial Planning from the University of Central Florida. In addition to this, he also holds 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 while serving organizations like Central Insurance Underwriters and Metropolitan Life Insurance Company. He was later hired by an independent financial planning company where he worked as the Director of Investments. In 1998, Dale initiated his own independent wealth management firm that was rated amongst top 100 independent investment advisory firms in the country by Bloomberg Wealth Management in 2001. Following his vision, Dale E. Veitch started a multifamily office in 2002. Popularly known as Lexington Family Office Services, this multifamily office was recognized as one of the fastest growing businesses by The Family Wealth Alliance in 2006.
Dale E. Veitch is the CEO/Chief Family Strategist of the Lexington Family Office Services. He combines his exceptional talent, entrepreneurial spirit, and diverse experience in the financial services industry with an aim to serve this fastest growing multifamily office in the country in an efficient manner. As the lead strategist of Lexington Family Office Services, Dale coordinates along with other members of the Lexington team and the trusted advisors of the clients, develops efficient solutions to the fulfill all tax, risk management, financial planning, asset protection, insurance, estate planning, philanthropic and lifestyle related needs of the clients. Besides 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 started his career in the insurance business in 1984 while serving organizations like Central Insurance Underwriters and Metropolitan Life Insurance Company. He was later hired by an independent financial planning company where he worked as the Director of Investments. In 1998, Dale initiated his own independent wealth management firm that was rated amongst top 100 independent investment advisory firms in the country by Bloomberg Wealth Management in 2001. Following his vision, Dale E. Veitch started a multifamily office in 2002. Popularly known as Lexington Family Office Services, this multifamily office was recognized as one of the fastest growing businesses by The Family Wealth Alliance in 2006.
Dale E. Veitch is the CEO/Chief Family Strategist of the Lexington Family Office Services. He combines his exceptional talent, entrepreneurial spirit, and diverse experience in the financial services industry with an aim to serve this fastest growing multifamily office in the country in an efficient manner. As the lead strategist of Lexington Family Office Services, Dale coordinates along with other members of the Lexington team and the trusted advisors of the clients, develops efficient solutions to the fulfill all tax, risk management, financial planning, asset protection, insurance, estate planning, philanthropic and lifestyle related needs of the clients. Besides 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
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