Dale E. Veitch was the past president of the Oceanside Rotary Club of Daytona Beach and he financially supported this non-profit organization through Lexington Family Office Services.
2. 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.
3. 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.
4. 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.
5. 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.
6. 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
7. 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.
8. 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.
9. 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
