Dale Veitch Is An Upstanding Citizen - PowerPoint PPT Presentation

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Dale Veitch Is An Upstanding Citizen

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Dale Veitch is a successful professional and an upstanding citizen of Orlando, Florida. He has an experience of over 18 years in the financial services industry. As the CEO/Chief Family Strategist of Lexington Family Office Services, Dale puts in his exceptional talent, entrepreneurial spirit, and a diverse experience to one of the fastest growing multifamily offices in the country. – PowerPoint PPT presentation

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Title: Dale Veitch Is An Upstanding Citizen


1
Dale Veitch Is A Successful Professional And An
Upstanding Citizen
2
Dale Veitch is a successful professional and an
upstanding citizen of Orlando, Florida. He has an
experience of over 18 years in the financial
services industry. As the CEO/Chief Family
Strategist of Lexington Family Office Services,
Dale puts in his exceptional talent,
entrepreneurial spirit, and a diverse experience
to one of the fastest growing multifamily offices
in the country.
3
He is the lead strategist and serves clients and
families with exceptional wealth. Dale Veitch
along with the other members of the Lexington
team creates solutions to fulfill the client
needs of tax, risk management, financial
planning, asset protection, insurance, estate
planning, philanthropic and lifestyle.
4
In order to provide the clients with help in
these areas, he creates a long-term family
Strategic Plan. Due to the exceptional services
offered by him, he has been able to gain the
reputation of a pioneer and visionary. Dale
Veitch is a national speaker and 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.
5
In addition to this, Dale has served honorably in
the United States Air Force for 4 years. He has
also been the past president of the Oceanside
Rotary Club of Daytona Beach. He significantly
aids this non-profit community through Lexington
Family Office Services. Dale Veitch attended
Embry Riddle University to receive his Bachelor's
Degree in Business Administration.
6
He also 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 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.
7
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.
8
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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