Having worked in the financial services industry for over 18 years, Dale E. Veitch has gained recognition as a pioneer and visionary. Based in Orlando, he is a knowledgeable professional who started his career in the insurance business in 1984, serving reputed organizations like Central Insurance Underwriters and Metropolitan Life Insurance Company. Dale received his Bachelor's Degree in Business Administration from Embry Riddle University. He also holds a certificate in Financial Planning from the University of Central Florida and Certified Investment Management Consultant (CIMC) designation through IMCA and the Wharton School of Business. In addition to this, he also has a Life and Health Insurance license in Florida.
Dale E. Veitch incorporated Lexington Family Office Services in 2002 and this organization has been recognized as one of the fastest growing multi-family businesses by The Family Wealth Alliance. Dale serves the firm as the CEO/Chief Family Strategist and brings in his exceptional talent, entrepreneurial spirit and extensive experience in the industry, to run one of the fastest growing multifamily office business in the country. Being the lead strategist, he coordinates with other members of the Lexington team and the trusted advisors of the clients, and helps in developing efficient solutions for fulfilling all tax, risk management, financial planning, asset protection, insurance, estate planning, philanthropic and lifestyle related needs of the clients. Besides this, Dale E. Veitch has been the past president of the Oceanside Rotary Club of Daytona Beach and has financially helped this non-profit organization with financial support through Lexington Family Office Services.
Dale E. Veitch is also popular as an upstanding citizen and has served honorably in the United States Air Force for 4 years. In 1998, he initiated 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 experienced professional, Dale E. Veitch also holds an experience of presenting at national events on a wide range of topics including family office services and 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 incorporated Lexington Family Office Services in 2002 and this organization has been recognized as one of the fastest growing multi-family businesses by The Family Wealth Alliance. Dale serves the firm as the CEO/Chief Family Strategist and brings in his exceptional talent, entrepreneurial spirit and extensive experience in the industry, to run one of the fastest growing multifamily office business in the country. Being the lead strategist, he coordinates with other members of the Lexington team and the trusted advisors of the clients, and helps in developing efficient solutions for fulfilling all tax, risk management, financial planning, asset protection, insurance, estate planning, philanthropic and lifestyle related needs of the clients. Besides this, Dale E. Veitch has been the past president of the Oceanside Rotary Club of Daytona Beach and has financially helped this non-profit organization with financial support through Lexington Family Office Services.
Dale E. Veitch is also popular as an upstanding citizen and has served honorably in the United States Air Force for 4 years. In 1998, he initiated 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 experienced professional, Dale E. Veitch also holds an experience of presenting at national events on a wide range of topics including family office services and 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
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