Dale E. Veitch

1
Dale E. Veitch Began His Career In 1984 In The
Insurance Sector
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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.
3
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.
4
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.
5
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.
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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.
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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.
8
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.
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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