Bruce S. Udell
CLU, ChFC, MEP, RFC

Bruce S. Udell has more than 30 years’ experience and is one of the leading financial experts in the country today. Bruce 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 unique talent in creative estate planning. He is the inventor of The Wealth Enjoyment System®, an innovative approach to estate planning

Bruce is a Chartered Financial Consultant, a 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 also the CEO of Asset Management Partners, a Registered Investment Advisor.  He is currently licensed with NFP Securities, Inc. as a Registered Representative and Investment Advisor Representative and with Asset Management Partners 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.

V. Philip Portera
MBA, ChFC, CLU

Philip Portera, Vice President of Client Services, has been in the insurance industry for more than 30 years, of which 12 has also included securities and 6 has included advanced estate planning. He has been with Udell Associates for 6 years. In his current role, he guides clients through The Wealth Enjoyment System® and oversees the client services functions. Philip received his Masters of Business Administration in Finance degree from Columbia University. He is also an accredited Chartered Financial Consultant and Chartered Life Underwriter.  He has been securities licensed for over 12 years and is currently licensed with NFP Securities, Inc. as a Registered Representative.

W. Michael Parrott
J.D., CLU, ChFC

Michael Parrott, Vice President of Estate Strategies, specializes in estate, retirement, and charitable planning as well as business continuation and nonqualified employee benefits.  He received his law degree from Emory University and has extensive experience in law, accounting, insurance, and wealth management. Michael is also a member of the Florida, Georgia, and American Bars; Estate Planning Council of Northeast Florida; the Society of Financial Service Professionals; and the Association for Advanced Life Underwriting (AALU).  He is currently licensed with NFP Securities, Inc. as a Registered Representative and Investment Advisory Representative.

Mitchell B. Walk

Mitchell Walk is co-founder and President of Asset Management Partners, a Registered Investment Advisory firm.

He is an Investment Advisor Representative with Asset Management Partners and is also licensed as a Registered Representative and Investment Advisor Representative with NFP Securities Inc.  Mitchell obtained his Bachelor of Arts degree from Flagler College in St. Augustine, Florida.