Serving the financial services industry for over 18 years, Dale E. Veitch has gained popularity as a pioneer and visionary. He is a Florida based knowledgeable and extensively experienced professional who started Lexington Family Office Services in 2002. Since inception, he has been serving the firm as the CEO/Chief Family Strategist. Dale brings in his incomparable talent, entrepreneurial spirit and diverse experience in the industry, to run this fast growing multifamily office business. He is the lead strategist of the firm. He coordinates 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. The Family Wealth Alliance rated Lexington Family Office Services as one of the fastest growing multi-family businesses in 2006.
Apart from this, Dale E. Veitch was the past president of the Oceanside Rotary Club of Daytona Beach. He financially supported this non-profit organization through Lexington Family Office Services. Dale has also gained recognition as an upstanding citizen and has received an Honorable Discharge from the United States Air Force. He graduated with a Bachelor of Business Administration degree from Embry Riddle University. In addition to this, he has also earned a Certificate in Financial Planning from the University of Central Florida. 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 the insurance business in 1984. He worked with Central Insurance Underwriters as an analyst and in 1986 Metropolitan Life Insurance Company hired him to prepare and sell strategies to help high net worth clients in protecting their assets. Later, in 1998 Dale established his own independent wealth management firm which in 2001 was rated amongst top 100 independent investment advisory firms in the country by Bloomberg Wealth Management. Dale E. Veitch is a knowledgeable and extensively experienced professional and has also gained recognition for presenting 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
Apart from this, Dale E. Veitch was the past president of the Oceanside Rotary Club of Daytona Beach. He financially supported this non-profit organization through Lexington Family Office Services. Dale has also gained recognition as an upstanding citizen and has received an Honorable Discharge from the United States Air Force. He graduated with a Bachelor of Business Administration degree from Embry Riddle University. In addition to this, he has also earned a Certificate in Financial Planning from the University of Central Florida. 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 the insurance business in 1984. He worked with Central Insurance Underwriters as an analyst and in 1986 Metropolitan Life Insurance Company hired him to prepare and sell strategies to help high net worth clients in protecting their assets. Later, in 1998 Dale established his own independent wealth management firm which in 2001 was rated amongst top 100 independent investment advisory firms in the country by Bloomberg Wealth Management. Dale E. Veitch is a knowledgeable and extensively experienced professional and has also gained recognition for presenting 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
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