Dale Veitch Has Worked For Central Insurance Underwriters

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Dale Veitch Has Worked For Central Insurance
Underwriters
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Dale Veitch is the CEO/Chief Family Strategist of
Lexington Family Office Services and brings
exceptional talent entrepreneurial spirit and a
diverse experience of over 18 years to one of the
fastest growing multifamily offices in the
country.
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He serves as lead strategist for clients and
families with exceptional wealth. He along with
other members of the Lexington team creates
solutions to fulfill client needs related to tax
risk management financial planning asset
protection insurance estate planning
philanthropic and lifestyle.
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In order to help his clients in these areas Dale
formulates a long-term family Strategic Plan for
the client. Owing to his efficient and dependable
services Dale Veitch has gained recognition in
the industry as a pioneer and visionary.
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He is a national speaker and has presented at
approximately 12 national events on the topics
related to family office services and risk
management techniques families should consider
while lowering down the risks they face. Besides
being a successful professional Dale Veitch is
an upstanding citizen. He has served honorably in
the United States Air Force for 4 years.
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He was the past president of the Oceanside Rotary
Club of Daytona Beach and significantly assists
this non-profit community through Lexington
Family Office Services. He received his
Bachelors Degree in Business Administration from
Embry Riddle University
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And holds certifications in Financial Planning
from the University of Central Florida and
Certified Investment Management Consultant (CIMC)
designation through IMCA and the Wharton School
of Business. He lives in Daytona Beach Florida
with his wife Jeanette who is the office manager
of the Lexington Family Office and its affiliated
entities.
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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 has over 18 years of experience in the
financial services industry. He received an
Honorable Discharge from the United States Air
Force and is a Certified Investment Management
Consultant (CIMC) through IMCA.
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And the Wharton School of Business. 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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