Dale E. Veitch is a successful and extensively experienced professional from Orlando, Florida. He started his career in 1984 in the insurance sector, serving organizations like Central Insurance Underwriters and Metropolitan Life Insurance Company.
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With over 18 years of experience in the financial services industry, Dale E. Veitch is a successful and extensively experienced professional from Orlando, Florida. He started his career in 1984 in the insurance sector, serving organizations like Central Insurance Underwriters and Metropolitan Life Insurance Company.
Later, he was hired by an independent financial planning firm to serve as Director of Investments. Dale transitioned this firm from commissions to fees based on assets under management. In 1998, Dale E. Veitch initiated his own independent wealth management company where he served as the Director of Investments and Director of Operations.
In 2001, this firm was recognized by Bloomberg Wealth Management as one of the top 100 independent investment advisory firms in the country. In 2002, Dale's vision drove him to start a multifamily office which is now popularly known as Lexington Family Office Services. In 2006, this business was rated as one of the fastest growing firms among multifamily offices by The Family Wealth Alliance.
As the CEO/Chief Family Strategist, Dale E. Veitch brings exceptional talent, entrepreneurial spirit, and diverse experience in the financial services industry to serve this fastest growing multifamily office in the country. Being the lead strategist, Dale along with other members of the Lexington team and the client's other trusted advisors.
Develops efficient solutions to the client's tax, risk management, financial planning, asset protection, insurance, estate planning, philanthropic and lifestyle needs. In order to help the clients in these areas, he creates a long-term strategy for the client and coordinates, implements and monitors the plan in a professional and timely manner.
Dale E. Veitch has gained popularity in the industry as a pioneer and visionary. He has given presentations at about 12 national events on various topics including family office services and risk management techniques families should consider for mitigating the risks they face.
Dale E. Veitch has served honorably in the United States Air Force for 4 years and is popular as an upstanding citizen. He also served as past president of the Oceanside Rotary Club of Daytona Beach.
He received a Bachelor's Degree in Business Administration from Embry Riddle University and received a certificate in Financial Planning from the University of Central Florida and Certified Investment Management Consultant (CIMC) designation through IMCA and the Wharton School of Business. For more information, please browse through http://www.lexingtonfamilyoffice.com