Your RWS Team
BRUCE S. UDELL CLU, CHFC, MCEP, RFCCEO
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 is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC. He 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