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dale veitch is an upstanding citizen

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dale veitch is an upstanding citizen - PowerPoint PPT Presentation


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Dale Veitch is a successful professional and an upstanding citizen of Orlando, Florida. He has an experience of over 18 years in the financial services industry. As the CEO/Chief Family Strategist of Lexington Family Office Services, Dale puts in his exceptional talent, entrepreneurial spirit, and a diverse experience to one of the fastest growing multifamily offices in the country.

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Dale Veitch is a successful professional and an upstanding citizen of Orlando, Florida. He has an experience of over 18 years in the financial services industry. As the CEO/Chief Family Strategist of Lexington Family Office Services, Dale puts in his exceptional talent, entrepreneurial spirit, and a diverse experience to one of the fastest growing multifamily offices in the country.

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He is the lead strategist and serves clients and families with exceptional wealth. Dale Veitch along with the other members of the Lexington team creates solutions to fulfill the client needs of tax, risk management, financial planning, asset protection, insurance, estate planning, philanthropic and lifestyle.

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In order to provide the clients with help in these areas, he creates a long-term family Strategic Plan. Due to the exceptional services offered by him, he has been able to gain the reputation of a pioneer and visionary. Dale Veitch is a national speaker and has presented in about 12 national events on topics such as family office services and risk management techniques that must be considered by families in order to reduce the risks faced by them.

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In addition to this, Dale has served honorably in the United States Air Force for 4 years. He has also been the past president of the Oceanside Rotary Club of Daytona Beach. He significantly aids this non-profit community through Lexington Family Office Services. Dale Veitch attended Embry Riddle University to receive his Bachelor\'s Degree in Business Administration.

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He also holds certifications in Financial Planning from the University of Central Florida and Certified Investment Management Consultant (CIMC) designation through IMCA and the Wharton School of Business. He received an Honorable Discharge from the United States Air Force and is a Certified Investment Management Consultant (CIMC) through IMCA and the Wharton School of Business.

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About Dale Veitch

Dale Veitch is the Managing Member of Lexington Family Office Services, one of the fastest growing firms among multifamily offices surveyed by The Family Wealth Alliance. He has over 18 years of experience in the financial services industry.

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In 1998, Dale Started his own independent wealth management company which was recognized as one of the top 100 independent advisory firms in the country by Bloomberg Wealth Management in 2001. For more information, please browse through http://www.lexingtonfamilyoffice.com

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