Bruce S. Udell CEP^®, CLU, ChFC
CEO - Udell Associates

Bruce 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 Certified Estate Planner™ Professional, 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 a Five Star Wealth Manager for the Sarasota market. in 2012, 2013, 2014, 2017 & 2019. 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.