Obstacles
ACEP
AAECP
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Udell Associates nor Pendragon Financial Services are affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with Imageresidents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.

Bruce Chief Executive Officer
CLU, ChFC, MCEP, RFC

Bruce S. Udell has more than 40 years experience in the financial industry. He designs solutions for wealth accumulation and enjoyment for high net worth individuals and families. As a dynamic speaker and lecturer, Bruce is sought-after for his easy-to-understand approach and his special talent in creative estate planning. He is the inventor of The Wealth Enjoyment System®, an innovative approach to estate planning. He is a Chartered Financial Consultant, a Master Certified Estate Planner, and a Chartered Life Underwriter. He also holds an Advanced Estate Planning certificate from The American College in Bryn Mawr, Pennsylvania, and has taught Advanced Estate Planning to CPAs, attorneys, and trust officers. Bruce is the author of several books, most recently Enjoy your Wealth and Pass it On and a contributing author to the Florida Bar’s Basic Estate Planning in Florida, Fifth Edition. Bruce is also the CEO of Retirement Wealth Specialists. He is currently licensed with NFP Securities, Inc. as a Registered Representative and Investment Advisor Representative and with Retirement Wealth Specialists as a Investment Advisor Representative. He has been honored as a life member of the Million Dollar Round Table and is a past Advisory Board member of the Top of The Table, a distinguished group of the top life underwriters worldwide. Bruce was chosen as the sole Five Star Wealth Manager in 2012 for the Sarasota market. Bruce founded Udell Associates in 1973.

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We are a wealth management and estate planning firm specializing in estate
and trust planning, income tax planning, philanthropy and asset management.

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