Dale E. Veitch, Orlando based knowledgeable professional, initiated Lexington Family Office Services in 2002. Lexington Family Office Services has been recognized as one of the fastest growing multi-family businesses by The Family Wealth Alliance. Since inception, Dale has been serving the firm as the CEO/Chief Family Strategist. He brings in his incomparable talent, entrepreneurial spirit and diverse experience in the industry, to run this fastest growing family business in the country. As the lead strategist of this business, he co-ordinates with other members of the Lexington team and the trusted advisors of the clients, in order to develop efficient solutions that are capable of fulfilling all tax, risk management, financial planning, asset protection, insurance, estate planning, philanthropic and lifestyle related needs of the clients. Dale E. Veitch has been the past president of the Oceanside Rotary Club of Daytona Beach. He provides this non-profit organization with financial support through Lexington Family Office Services.
Dale E. Veitch has been working the financial services industry for over 18 years and has gained recognition as the pioneer and visionary. Apart from this, he is also popular as an upstanding citizen. He has received an Honorable Discharge from the United States Air Force. Dale attended Embry Riddle University and received a Bachelor’s degree in Business Administration. He also holds a Certification in Financial Planning from the University of Central Florida. In addition to this, he has received the Certified Investment Management Consultant (CIMC) designation through IMCA and the Wharton School of Business. He began his career in 1984 in the insurance business, serving leading organizations like Central Insurance Underwriters and Metropolitan Life Insurance Company.
Dale E. Veitch started his own independent wealth management firm in 1998. This wealth management firm was rated amongst top 100 independent investment advisory firms in the country by Bloomberg Wealth Management in 2001. A knowledgeable and experienced professional, Dale E. Veitch is a national level speaker. He has presented at about 12 national events on a diverse topics ranging from family office services to various risk management techniques that must be taken into consideration by families while mitigating the risks faced by them. For more information, please browse through http://www.lexingtonfamilyoffice.com
Dale E. Veitch has been working the financial services industry for over 18 years and has gained recognition as the pioneer and visionary. Apart from this, he is also popular as an upstanding citizen. He has received an Honorable Discharge from the United States Air Force. Dale attended Embry Riddle University and received a Bachelor’s degree in Business Administration. He also holds a Certification in Financial Planning from the University of Central Florida. In addition to this, he has received the Certified Investment Management Consultant (CIMC) designation through IMCA and the Wharton School of Business. He began his career in 1984 in the insurance business, serving leading organizations like Central Insurance Underwriters and Metropolitan Life Insurance Company.
Dale E. Veitch started his own independent wealth management firm in 1998. This wealth management firm was rated amongst top 100 independent investment advisory firms in the country by Bloomberg Wealth Management in 2001. A knowledgeable and experienced professional, Dale E. Veitch is a national level speaker. He has presented at about 12 national events on a diverse topics ranging from family office services to various risk management techniques that must be taken into consideration by families while mitigating the risks faced by them. For more information, please browse through http://www.lexingtonfamilyoffice.com
No comments:
Post a Comment