Dale E. Veitch, a dedicated and thorough professional based in Orlando, has been working in the financial services industry for over 18 years. Owing to his vast knowledge and extensive experience, he has been able to gain recognition as a pioneer and visionary. He is a successful professional who graduated with a Bachelor of Business Administration degree from Embry Riddle University. Dale has also earned a Certificate in Financial Planning from the University of Central Florida. In addition to this, 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 and served numerous reputed organizations.
In 1986, Dale was hired by Central Insurance Underwriters, to serve the firm 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 started his own independent wealth management company which due to his efficient services was rated amongst top 100 independent investment advisory firms in the country by Bloomberg Wealth Management in 2001. His vision to start 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 brings in his incomparable talent, entrepreneurial spirit and diverse experience in the industry, in order to run this growing Multi-family Office business.
He is the lead strategist of this multi-family office and 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. Besides being a successful 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 must be taken into consideration by families while mitigating the risks faced by them. 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. 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
In 1986, Dale was hired by Central Insurance Underwriters, to serve the firm 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 started his own independent wealth management company which due to his efficient services was rated amongst top 100 independent investment advisory firms in the country by Bloomberg Wealth Management in 2001. His vision to start 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 brings in his incomparable talent, entrepreneurial spirit and diverse experience in the industry, in order to run this growing Multi-family Office business.
He is the lead strategist of this multi-family office and 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. Besides being a successful 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 must be taken into consideration by families while mitigating the risks faced by them. 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. 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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