Dale E. Veitch is an Orlando based knowledgeable professional who started Lexington Family Office Services in 2002. He serves the firm as the CEO/Chief Family Strategist and brings in his incomparable talent, entrepreneurial spirit and diverse experience in the industry, to run on of the fastest growing multifamily office businesses in the country. As the lead strategist of the organization, Dale coordinates with other members of the Lexington team and the trusted advisors of the clients, in order 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 Family Wealth Alliance rated Lexington Family Office Services as one of the fastest growing multifamily office businesses.
Dale E. Veitch was the past president of the Oceanside Rotary Club of Daytona Beach and he financially supported this non-profit organization through Lexington Family Office Services. With over 18 years of experience in the financial services industry, Dale has gained recognition as a pioneer and visionary. He is also known as an upstanding citizen and has received an Honorable Discharge from the United States Air Force. He received a Bachelor's degree in Business administration from Embry Riddle University. Veitch has also received a Certificate in Financial Planning from the University of Central Florida. In addition to this, he 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, serving several prominent organizations. In 1986, Dale worked with Central Insurance Underwriters as an analyst and in 1993, he worked for the Metropolitan Life Insurance Company, where he prepared and sold strategies to help high net worth clients in protecting their assets. In 1998, Dale founded 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. A knowledgeable and extensively experienced professional, Dale E. Veitch 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. Apart from this, he was an accomplished professional motorcycle road racer and has a passion for archery. He also enjoys offshore fishing during his free time. For more information, please browse through http://www.lexingtonfamilyoffice.com
Dale E. Veitch was the past president of the Oceanside Rotary Club of Daytona Beach and he financially supported this non-profit organization through Lexington Family Office Services. With over 18 years of experience in the financial services industry, Dale has gained recognition as a pioneer and visionary. He is also known as an upstanding citizen and has received an Honorable Discharge from the United States Air Force. He received a Bachelor's degree in Business administration from Embry Riddle University. Veitch has also received a Certificate in Financial Planning from the University of Central Florida. In addition to this, he 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, serving several prominent organizations. In 1986, Dale worked with Central Insurance Underwriters as an analyst and in 1993, he worked for the Metropolitan Life Insurance Company, where he prepared and sold strategies to help high net worth clients in protecting their assets. In 1998, Dale founded 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. A knowledgeable and extensively experienced professional, Dale E. Veitch 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. Apart from this, he was an accomplished professional motorcycle road racer and has a passion for archery. He also enjoys offshore fishing during his free time. For more information, please browse through http://www.lexingtonfamilyoffice.com
No comments:
Post a Comment