Dale E. Veitch is a highly knowledgeable and extensively experienced professional based in Daytona Beach. He has been serving in the financial services industry for over 18 years and owing to his vast knowledge and experience he has been able to gain recognition as a pioneer and visionary. Dale is a successful professional whose vision drove him to start Lexington Family Office Services in 2002. He serves the firm as the CEO/Chief Family Strategist and brings in his incomparable talent, entrepreneurial spirit and diverse experience in the industry, in order to run this growing Multi-family Office business. Dale E. Veitch is 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 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.
Dale E. Veitch started his career in the insurance business in 1984. He 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 company, he was responsible for the preparation and sale of strategies to help high net worth clients in protecting their assets. Dale E. Veitch founded his own independent wealth management firm in 1998. Due to Dale’s hard work and dedication, this company gained huge popularity and was rated amongst top 100 independent investment advisory firms in the country by Bloomberg Wealth Management in 2001. Besides, Dale has gained popularity 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.
Dale E. Veitch was the past president of the Oceanside Rotary Club of Daytona Beach and he provided this non-profit organization with financial aid through Lexington Family Office Services. He has received an Honorable Discharge from the United States Air Force and has also gained recognition as an upstanding citizen. Dale graduated with a Bachelor of Business Administration degree from Embry Riddle University. Apart from 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. For more information, please browse through
www.lexingtonfamilyoffice.com
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