A thorough professional based in Daytona Beach, Dale E. Veitch has been serving in the financial services industry for over 18 years. His vast knowledge and extensive experience has helped him gain recognition as a pioneer and visionary. A successful professional, Dale graduated from Embry Riddle University, with a Bachelor of Business Administration degree. He also received a Certificate in Financial Planning from the University of Central Florida. In addition to this, Veitch also holds the Certified Investment Management Consultant (CIMC®) designation through IMCA and the Wharton School of Business. He started his career in the insurance business in 1984, while serving some highly reputed organizations.
He was hired by Central Insurance Underwriters in 1986, to serve as an Analyst and in 1993 he joined 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 1988, Dale E. Veitch established his own independent wealth management firm that was rated amongst top 100 independent investment advisory firms in the country by Bloomberg Wealth Management in 2001. Veitch’s vision to start a multi-family business drove him to start Lexington Family Office Services in 2002. He serves as the CEO/Chief Family Strategist of the firm and combines in his incomparable talent, entrepreneurial spirit and diverse experience in the industry, in order to run this growing Multi-family Office business.
As the lead strategist of this multi-family office, he co-ordinates 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. Apart from being a successful and knowledgeable professional, Dale E. Veitch has gained recognition for presenting at national events, on a large number of topics ranging from family office services to various risk management techniques that families must consider while mitigating their risks. He was the past president of the Oceanside Rotary Club of Daytona Beach and financially supported this non-profit organization through Lexington Family Office Services. Furthermore, Dale E. Veitch has also received an Honorable Discharge from the United States Air Force and has gained popularity as an upstanding citizen. For more information, please browse through www.lexingtonfamilyoffice.com
He was hired by Central Insurance Underwriters in 1986, to serve as an Analyst and in 1993 he joined 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 1988, Dale E. Veitch established his own independent wealth management firm that was rated amongst top 100 independent investment advisory firms in the country by Bloomberg Wealth Management in 2001. Veitch’s vision to start a multi-family business drove him to start Lexington Family Office Services in 2002. He serves as the CEO/Chief Family Strategist of the firm and combines in his incomparable talent, entrepreneurial spirit and diverse experience in the industry, in order to run this growing Multi-family Office business.
As the lead strategist of this multi-family office, he co-ordinates 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. Apart from being a successful and knowledgeable professional, Dale E. Veitch has gained recognition for presenting at national events, on a large number of topics ranging from family office services to various risk management techniques that families must consider while mitigating their risks. He was the past president of the Oceanside Rotary Club of Daytona Beach and financially supported this non-profit organization through Lexington Family Office Services. Furthermore, Dale E. Veitch has also received an Honorable Discharge from the United States Air Force and has gained popularity as an upstanding citizen. For more information, please browse through www.lexingtonfamilyoffice.com
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