Dale Veitch Has Been Working In The Financial Services Industry For Over 18 Years
Born in Orlando, Florida, Dale Veitch has over 18 years of experience in the financial services industry. A pioneer and visionary, Dale earned an Honorable Discharge Certificate from the United States Air Force in 1990. He graduated with a Bachelor’s Degree in Business Administration from Embry Riddle Aeronautical University in 1993 and completed his Graduate Studies in Financial Planning (Certified Financial Planning Course) in 1997 from the University of Central Florida. Prior to starting his own independent wealth management firm in 1998, Dale Veitch worked as an analyst for Central Insurance Underwriters in 1986. In 1993, he worked for Metropolitan where he prepared and sold strategies to assist high net worth clients in protecting their assets. Later in 1995, he converted a commission-based firm to a fee-only financial planning firm.
Since the initiation of his own independent company in 1998, Dale Veitch has been serving it as its owner, Director of Investments and Director of Operations. In 2001, his firm was recognized as one of the top 100 independent investment advisory firms in the country by Bloomberg Wealth Management. In 2002, his vision led him to develop a multi-family office which is now popular as Lexington Family Office Services. In 2006, this business was rated amongst the fastest growing firms among multifamily offices surveyed by The Family Wealth Alliance. Dale Veitch serves as the Family’s CEO/Family Liaison and formulates the Family Strategy plans and matches it with the advice from all team players in order to make sure that the strategy is implemented in an efficient and timely manner.
Besides this, Dale Veitch also takes pride in monitoring the implemented plan over time and teaching all the generation about the impact of the family’s wealth on their individual lives. Apart from being a successful professional in the financial services industry, Dale was the past president of the Oceanside Daytona Beach Rotary Club, an organization that has been created with an aim to help people in the local community as well as abroad. Dale Veitch has also served on The Stetson University Family Enterprise Center Advisory Board. During his free time, he enjoys offshore fishing. In addition to this, he is has a passion for archery and is a talented former professional motorcycle road racer. For more information, please browse through http://www.lexingtonfamilyoffice.com
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