Dale E. Veitch Has Presented On Topics Pertaining To The Family Office Industry
Dale E. Veitch graduated with a Bachelor of Business Administration degree from Embry Riddle University. He also holds a Certificate in Financial Planning from the University of Central Florida and the Certified Investment Management Consultant (CIMC®) designation through IMCA and the Wharton School of Business. Dale is a dedicated and thorough professional who has been working in the financial services industry for more than 18 years. He started his career in the insurance business in 1984, while serving several reputed organizations. In 1986, Dale E. Veitch was hired by Central Insurance Underwriters to serve 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 firm, which in 2001 was rated amongst top 100 independent investment advisory firms in the country by Bloomberg Wealth Management. Dale’s vision to start a multi-family business led him to initiate Lexington Family Office Services in 2002. As the CEO/Chief Family Strategist of the firm, Veitch combines in his incomparable talent, entrepreneurial spirit and diverse experience in the industry, in order to run this growing Multi-family Office business. Owing to his vast knowledge and extensive experience, he has been able to gain recognition as a pioneer and visionary.
Dale E. Veitch is the lead strategist of this multi-family office. He co-ordinates with other members of the Lexington team and the trusted advisors of the clients, to create efficient solutions that meet all tax, risk management, financial planning, asset protection, insurance, estate planning, philanthropic and lifestyle related needs of the clients. In addition to being a successful and knowledgeable professional, Dale E. Veitch is also known for presenting at national events, on a variety of topics pertaining to the family office industry. Furthermore, Veitch was the past president of the Oceanside Rotary Club of Daytona Beach and he financially supported this non-profit organization through Lexington Family Office Services. For more information, please browse through http://www.lexingtonfamilyoffice.com
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