dale veitch is an avid archery hunter

10
Dale Veitch Is An Avid Archery Dale Veitch Is An Avid Archery Hunter Hunter

Upload: daleeveitch

Post on 23-Jan-2015

296 views

Category:

Business


0 download

DESCRIPTION

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.

TRANSCRIPT

Page 1: Dale Veitch Is An Avid Archery Hunter

Dale Veitch Is An Avid Dale Veitch Is An Avid Archery HunterArchery Hunter

Page 2: Dale Veitch Is An Avid Archery Hunter

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.

Page 3: Dale Veitch Is An Avid Archery Hunter

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.

Page 4: Dale Veitch Is An Avid Archery Hunter

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.

Page 5: Dale Veitch Is An Avid Archery Hunter

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.

Page 6: Dale Veitch Is An Avid Archery Hunter

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 Bachelor's Degree in Business Administration from Embry Riddle University

Page 7: Dale Veitch Is An Avid Archery Hunter

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.

Page 8: Dale Veitch Is An Avid Archery Hunter

About Dale VeitchAbout Dale VeitchDale 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.

Page 9: Dale Veitch Is An Avid Archery Hunter

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

Page 10: Dale Veitch Is An Avid Archery Hunter