Dale E. Veitch is an avid archery hunter and also enjoys offshore fishing during his free time. In addition to this he was an accomplished professional motorcycle road racer. He is an Orlando based knowledgeable professional who initiated Lexington Family Office Services in 2002. Lexington Family Office Services was rated as one of the fastest growing multi-family businesses by The Family Wealth Alliance. Dale serves the organization as the CEO/Chief Family Strategist and brings in his incomparable talent, entrepreneurial spirit and diverse experience in the industry, to run this growing multifamily office business.
He is the lead strategist of the firm and co-ordinates with other members of the Lexington team and the trusted advisors of the clients, to create efficient solutions that fulfill all tax, risk management, financial planning, asset protection, insurance, estate planning, philanthropic and lifestyle related needs of the clients. The past president of the Oceanside Rotary Club of Daytona Beach, Dale E. Veitch provided this non-profit organization with financial support through Lexington Family Office Services. Dale has over 18 years of experience in the financial services industry and has gained recognition as a pioneer and visionary.
Besides this, he is also known as an upstanding citizen and has received an Honorable Discharge from the United States Air Force. He attended Embry Riddle University and received a Bachelor's degree in Business Administration. He holds a Certificate in Financial Planning from the University of Central Florida and also holds the Certified Investment Management Consultant (CIMC) designation through IMCA and the Wharton School of Business. Dale E. Veitch started his career in 1984 in the insurance business.
In 1986, Dale worked as an analyst for Central Insurance Underwriters and in 1993, he worked for the Metropolitan Life Insurance Company, where he prepared and sold strategies to help high net worth clients protect their assets. Dale E. Veitch started his own independent wealth management firm in 1998 and this firm was rated amongst top 100 independent investment advisory firms in the country by Bloomberg Wealth Management in 2001. He is a knowledgeable and experienced professional and has presented at 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
He is the lead strategist of the firm and co-ordinates with other members of the Lexington team and the trusted advisors of the clients, to create efficient solutions that fulfill all tax, risk management, financial planning, asset protection, insurance, estate planning, philanthropic and lifestyle related needs of the clients. The past president of the Oceanside Rotary Club of Daytona Beach, Dale E. Veitch provided this non-profit organization with financial support through Lexington Family Office Services. Dale has over 18 years of experience in the financial services industry and has gained recognition as a pioneer and visionary.
Besides this, he is also known as an upstanding citizen and has received an Honorable Discharge from the United States Air Force. He attended Embry Riddle University and received a Bachelor's degree in Business Administration. He holds a Certificate in Financial Planning from the University of Central Florida and also holds the Certified Investment Management Consultant (CIMC) designation through IMCA and the Wharton School of Business. Dale E. Veitch started his career in 1984 in the insurance business.
In 1986, Dale worked as an analyst for Central Insurance Underwriters and in 1993, he worked for the Metropolitan Life Insurance Company, where he prepared and sold strategies to help high net worth clients protect their assets. Dale E. Veitch started his own independent wealth management firm in 1998 and this firm was rated amongst top 100 independent investment advisory firms in the country by Bloomberg Wealth Management in 2001. He is a knowledgeable and experienced professional and has presented at 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