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Date Created: 12/19/15
Dale Veitch, Orlando, Florida based pioneer and visionary has been working in the financial services industry for over 18 years. He earned an Honorable Discharge Certificate from the United States Air Force in 1990. Dale received a Bachelor's Degree in Business Administration from Embry Riddle Aeronautical University in 1993 and completed Graduate Studies in Financial Planning (Certified Financial Planning Course) in 1997 from the University of Central Florida. In 1986, he worked as an analyst for Central Insurance Underwriters and later in 1993, he worked for Metropolitan where he prepared and sold strategies to assist high net worth clients in protecting their assets. In 1998 Dale Veitch started his own independent wealth management firm and served as its owner, Director of Investments and Director of Operations. Owing to the hard work and efforts put in by somekeyword, in 2001 this firm was recognized as one of the top 100 independent investment advisory firms in the country by Bloomberg Wealth Management. click to read In 2002, Dale's vision led him to develop a multi-family office which is now popular as Lexington Family Office Services This business has been recognized as one of the fastest growing firms among multifamily offices surveyed by The Family Wealth Alliance Dale serves this business as the CEO/Family Liaison and formulates the Family's Strategy and coordinates advice from all team players in order to ensure that the drafted plan is implemented in an efficient and timely manner er In addition to this, Dale Veitch also takes pride in monitoring the implemented plan from time to time and teaching all the generations about the impact of the family's click to read wealth on their individual lives Besides being a talented and extensively experienced professional in the financial services industry, Dale has been the past president of the Oceanside Daytona Beach Rotary Club This organization aims at helping people in the local community as well as abroad Apart from this, Dale Veitch has also served on The Stetson University Family Enterprise Center Advisory Board Dale is an avid archery hunter, an accomplished former motorcycle road racer and enjoys offshore fishing during free time For more information, please browse through somekeyword click to read
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