Bruce S. Udell, CLU, ChFC, MCEP, RFC
CEOBruce 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 and Co-Founder of Retirement Wealth Specialists. 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 is also a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC. Bruce founded Udell Associates in 1973.
Jeremy E. Udell, CFP®
Jeremy oversees the creation, implementation and support of retirement, estate, and insurance planning strategies for the Central Florida area. His main responsibilities include meeting with Central Florida clients and prospects to discuss their current financial situations, and working with them to develop strong and cohesive strategies to meet their financial goals. Jeremy helps clients define their Retirement, Education, Business, Long Term Care, and Insurance needs, and he works with them to create tailored planning strategies to help meet these needs. Jeremy is a Certified Financial Planner™ professional, a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.
Jeremy also holds an insurance license and received two Bachelors degrees (in Business Management and Jewish Studies) from the University of Florida. Jeremy has been with the firm since 2001.
Client Services ManagerTimberly Merkle (Timbe), Client Services Manager, oversees matters relating to clients’ policies, medical underwriting, and the administration associated with new business. She also provides supervisory, general office, and operational support to the organization. Timbe has been with Udell Associates for over 15 years and is currently pursuing the Fellow, Academy of Life Underwriting designation through the Academy of Life Underwriting.
* Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional, Sarasota Magazine or Biz(941). Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded
this accomplishment by Five Star Professional in the future. Five Star Professional is not an advisory firm, and the content of this article should not be considered financial advice. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com. 530 award candidates in the Sarasota area were considered for the Five Star Wealth Manager award. 148 (approximately 29 percent of the award candidates) were named 2012 Five Star Wealth.