dale veitch
DESCRIPTION
Dale worked as an analyst for Central Insurance Underwriters in 1986 and in 1993 he worked for Metropolitan where he prepared and sold strategies to assist high net worth clients in protecting their assets.TRANSCRIPT
Dale Veitch Received An Dale Veitch Received An Honorable Discharge From The Honorable Discharge From The
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As the CEO/Liaison of Lexington Family Office Services, one of the fastest growing firms among multifamily offices surveyed by The Family Wealth Alliance, Dale Veitch drafts the Family Strategic Plans. He coordinates advice from all the team players with an aim to make sure that the plan is implemented in a highly efficient and timely manner.
With over 18 years of experience in the financial services industry, Dale is has gained popularity as a pioneer and visionary. He is an Honorable Discharge from the United States Air Force in 1990. He attended Embry Riddle Aeronautical University and received his Bachelor’s Degree in Business Administration in 1993.
Besides this, he earned a certificate in Financial Planning from the University of Central Florida and a designation as a Certified Investment Management Consultant (CIMC) through IMCA and the Wharton School of Business.
Dale Veitch started his own independent wealth management business company in 1998 that was recognized as one of the top 100 independent advisory firms in the country by Bloomberg Wealth Management in 2001. Prior to this, Dale worked as an analyst for Central Insurance Underwriters in 1986 and in 1993
He worked for Metropolitan where he prepared and sold strategies to assist high net worth clients in protecting their assets. He resides in Daytona Beach, Florida with his wife Jeanette Veitch who serves the Lexington Family Office and its affiliated entities as the office manager.
About 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 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.