Bruce Udell

About Bruce Udell

I believe people should get more enjoyment from their wealth. I have found that current financial planning is more about rates of return and legal documents than enjoying your life. Wealth Enjoyment planning should be about giving you more time to spend with your kids, take vacations and contribute to your favorite causes. Everything I do for my clients starts with my commitment to increase enjoyment of their wealth. Most affluent families understand the need for planning, but they dread the process. The issues seem gloomy, the solutions are complicated, and advisors spell it out in jargon and spreadsheets. Instead, I offer my clients simplicity, prosperity, and confidence. I have more than 40 years experience in the financial industry, designing solutions for wealth accumulation and enjoyment for high-net-worth individuals and families. I am sought-after for my easy-to-understand approach and my special talent in creative estate planning. I am the inventor of The Wealth Enjoyment System®, an innovative approach to estate planning. I am a Chartered Financial Consultant, a Master Certified Estate Planner, and a Chartered Life Underwriter. I also hold an Advanced Estate Planning certificate from The American College in Bryn Mawr, Pennsylvania, and have taught Advanced Estate Planning to CPAs, attorneys, and trust officers. I founded Udell Associates in 1973. 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. Udell Associates is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor its affiliates provide legal or tax advice. This content is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Adviser Representatives of Kestra AS may only conduct business with residents 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 84••••••72. Investor Disclosures:

Experience

1. Chief Executive Officer

   Udell Associates

   Oct 1976 — Present · Sarasota, FL, US

Education

• University of Cincinnati

  Bachelor of Science (B.S.), Biology, General

  1969 — 1973

Skills

• Training
• High Net Worth Individuals
• Life Insurance
• Investments
• Retirement Planning
• Strategic Financial Planning
• Wealth
• Estate Planning
• Philanthropy
• Leadership
• Fixed Annuities
• Series 63
• Wealth Management
• Retirement
• Financial Planners
• Public Speaking