Dale E. Veitch has been serving in the services industry for over 18 years. He is a dedicated and thorough professional based in Orlando and owing to his vast knowledge and extensive experience he has been able to gain recognition as a pioneer and visionary. A successful professional, Dale graduated with a Bachelor of Business Administration degree from Embry Riddle University. He has also earned a Certificate in Financial Planning from the University of Central Florida. Apart from this, Dale E. Veitch also holds the Certified Investment Management Consultant (CIMC®) designation through IMCA and the Wharton School of Business. He started his career in 1984 in the insurance business, while serving numerous reputed organizations.
Dale was hired by Central Insurance Underwriters in 1986, to serve the firm as an Analyst and in 1993 he joined Metropolitan Life Insurance Company. At this firm, he was responsible for the preparation and sale of strategies to help high net worth clients in protecting their assets. In 1988, Dale E. Veitch started his own independent wealth management company that was rated amongst top 100 independent investment advisory firms in the country by Bloomberg Wealth Management in 2001. His vision to establish a multi-family business led his to establish Lexington Family Office Services in 2002. As the CEO/Chief Family Strategist of the firm, Dale E. Veitch combines in his incomparable talent, entrepreneurial spirit and diverse experience in the industry, to run this growing Multi-family Office business.
Being the lead strategist of this multi-family office, Veitch co-ordinates with other members of the Lexington team and the trusted advisors of the clients with an aim 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. In addition to being a successful and knowledgeable professional, Dale E. Veitch has gained popularity for presenting at national events on a diverse topics ranging from family office services to various risk management techniques that families must consider while mitigating their risks. As the past president of the Oceanside Rotary Club of Daytona Beach, Dale financially supported this non-profit organization through Lexington Family Office Services. He has also received an Honorable Discharge from the United States Air Force and has gained recognition as an upstanding citizen. For more information, please browse through http://www.lexingtonfamilyoffice.com
Dale was hired by Central Insurance Underwriters in 1986, to serve the firm as an Analyst and in 1993 he joined Metropolitan Life Insurance Company. At this firm, he was responsible for the preparation and sale of strategies to help high net worth clients in protecting their assets. In 1988, Dale E. Veitch started his own independent wealth management company that was rated amongst top 100 independent investment advisory firms in the country by Bloomberg Wealth Management in 2001. His vision to establish a multi-family business led his to establish Lexington Family Office Services in 2002. As the CEO/Chief Family Strategist of the firm, Dale E. Veitch combines in his incomparable talent, entrepreneurial spirit and diverse experience in the industry, to run this growing Multi-family Office business.
Being the lead strategist of this multi-family office, Veitch co-ordinates with other members of the Lexington team and the trusted advisors of the clients with an aim 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. In addition to being a successful and knowledgeable professional, Dale E. Veitch has gained popularity for presenting at national events on a diverse topics ranging from family office services to various risk management techniques that families must consider while mitigating their risks. As the past president of the Oceanside Rotary Club of Daytona Beach, Dale financially supported this non-profit organization through Lexington Family Office Services. He has also received an Honorable Discharge from the United States Air Force and has gained recognition as an upstanding citizen. For more information, please browse through http://www.lexingtonfamilyoffice.com
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