Dale Veitch

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Dale Veitch, a successful and extensively experienced professional from Orlando, Florida has gained huge popularity as a visionary and pioneer. He is an upstanding citizen and has honorably served in the United States Air Force for 4 years. He is a Bachelor in Business Administration from Embry Riddle University and also holds certifications in Financial Planning from the University of Central Florida.

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Dale Veitch

  1. 1. Dale Veitch Has Worked For Central Insurance Underwriters
  2. 2. Dale Veitch, a successful and extensively experienced professional from Orlando, Florida has gained huge popularity as a visionary and pioneer. He is an upstanding citizen and has honorably served in the United States Air Force for 4 years. He is a Bachelor in Business Administration from Embry Riddle University and also holds certifications in Financial Planning from the University of Central Florida
  3. 3. In addition to this, he is a Certified Investment Management Consultant (CIMC) through IMCA and the Wharton School of Business. He has an experience of over 18 years in the financial services industry. He began his career in 1984 by serving reputed organizations like Central Insurance Underwriters and Metropolitan Life Insurance Company.
  4. 4. In 1998, Dale Veitch started his own independent wealth management company where he assumed the roles of Director of Investments and Director of Operations. In 2002, Dale's vision drove him to start a multi-family office, which is today popular as the Lexington Family Office Services.
  5. 5. As the CEO/Chief Family Strategist of Lexington Family Office Services, Dale brings together his exceptional talent, entrepreneurial spirit, and a diverse experience to one of the fastest growing multifamily offices in the country. Along with other members of the Lexington team, creates solutions meeting client needs related to tax, risk management, financial planning, asset protection, insurance, estate planning, philanthropic and lifestyle.
  6. 6. Dale Veitch 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. He was the past president of the Oceanside Rotary Club of Daytona Beach and significantly aids this non-profit community through Lexington Family Office Services.
  7. 7. 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 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.
  8. 8. He has over 18 years of experience in the financial services industry. 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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