Bruce is Co-founder and CEO of Retirement Wealth Specialists. Having more than 40 years of experience in the financial industry, Bruce designs effective 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. 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 founded Udell Associates in 1973.
Bruce holds a Series 1: FINRA Registered Representative, Series 63: NASAA Uniform Securities Agent State Law Examination, and Series 24: FINRA General Securities Principal Exam licenses
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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. Retirement Wealth Specialists 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 512-697-6000.
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