Based in Orlando, Dale E. Veitch is a knowledgeable and extensively experienced professional. He started Lexington Family Office Services in 2002 and has been serving the firm as the CEO/Chief Family Strategist. He brings in his incomparable talent, entrepreneurial spirit and diverse experience in the industry, to run this growing multifamily office business. Being the lead strategist, Dale coordinates 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. Lexington Family Office Services was rated as one of the fastest growing multifamily office businesses by the Family Wealth Alliance.
Dale E. Veitch has been serving the financial services industry for over 18 years and has gained popularity as a pioneer and visionary. He was the past president of the Oceanside Rotary Club of Daytona Beach and provided this non-profit organization with financial support through Lexington Family Office Services. Dale is also known as an upstanding citizen and has received an Honorable Discharge from the United States Air Force. He received a Bachelor Degree in Business administration from Embry Riddle University. He has also earned a Certificate in Financial Planning from the University of Central Florida. Apart from this, he also holds the Certified Investment Management Consultant (CIMC) designation through IMCA and the Wharton School of Business.
Dale E. Veitch began his career in the insurance business in 1984. Dale worked with Central Insurance Underwriters as an analyst and in 1993 he was hired by the Metropolitan Life Insurance Company, where he was responsible for the preparation and sale of strategies to help high net worth clients in protecting their assets. In 1998, Dale established 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 also gained recognition for presenting at national events on 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. Besides, Veitch was an accomplished professional motorcycle road racer. He is an avid archery hunter and also enjoys offshore fishing during his free time. For more information, please browse through http://www.lexingtonfamilyoffice.com
Dale E. Veitch has been serving the financial services industry for over 18 years and has gained popularity as a pioneer and visionary. He was the past president of the Oceanside Rotary Club of Daytona Beach and provided this non-profit organization with financial support through Lexington Family Office Services. Dale is also known as an upstanding citizen and has received an Honorable Discharge from the United States Air Force. He received a Bachelor Degree in Business administration from Embry Riddle University. He has also earned a Certificate in Financial Planning from the University of Central Florida. Apart from this, he also holds the Certified Investment Management Consultant (CIMC) designation through IMCA and the Wharton School of Business.
Dale E. Veitch began his career in the insurance business in 1984. Dale worked with Central Insurance Underwriters as an analyst and in 1993 he was hired by the Metropolitan Life Insurance Company, where he was responsible for the preparation and sale of strategies to help high net worth clients in protecting their assets. In 1998, Dale established 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 also gained recognition for presenting at national events on 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. Besides, Veitch was an accomplished professional motorcycle road racer. He is an avid archery hunter and also enjoys offshore fishing during his free time. For more information, please browse through http://www.lexingtonfamilyoffice.com
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