Dale Veitch

1
Dale Veitch Has Worked For Central Insurance
Underwriters
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
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
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
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
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.
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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.
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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