Pitfall
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. Neither Udell Associates nor Pendragon Financial Services are affiliated with Kestra IS or Kestra AS. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with Imageresidents 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.

Privacy Statement

Thank you for visiting the Udell Associates’ web site. Your privacy is important to us. To better protect your privacy, we provide this notice explaining our online information practices and the choices you can make about the way your information is collected and used on this Web site.

The Information We Collect?
You may express an opinion or sign up to be on our mailing list. The types of personally identifiable information that may be collected at these pages include: name, e-mail address and telephone number.

How We Use the Information?
We may use the information you provide to respond to your inquiries and to send you materials requested.

We sometimes use the non-personally identifiable information that we collect to improve the design and content of our site and to enable us to personalize your Internet experience. We also may use this information in the aggregate to analyze site usage.

Although we take appropriate measures to safeguard against unauthorized disclosures of information, we cannot assure you that personally identifiable information that we collect will never be disclosed in a manner that is inconsistent with this Privacy Notice. Inadvertent disclosures may result, for example, when third parties misrepresent their identities in asking the site for access to personally identifiable information about themselves for purposes of correcting possible factual errors in the data.

Privacy Options?
If you prefer not to receive traditional mail or other off-line promotions from this or any property please notify us via e-mail or the phone number below. If you prefer not to receive online information from this Web site, please contact us via e-mail or the phone number below.

Finally, Udell Associates will not use or transfer personally identifiable information provided to us in ways unrelated to the ones described above without also providing you an opportunity to opt out of these unrelated uses.

Collection of Information by Third-Party Sites and Sponsors?
The Web site may contain links to other sites whose information practices may be different than ours. Visitors should consult the other sites' privacy notices, as we have no control over information that is submitted to, or collected by, these third parties.

Cookies?
Although we don't use "cookies" to personally identify you, we may use cookies in the future to understand site usage and to improve the content and offerings on our sites. Cookies are text files that may be placed in your computer's browser to store your preferences. Cookies, by themselves, do not tell us your e-mail address or other personally identifiable information.

Our Commitment to Security?
We have put in place appropriate physical, electronic, and managerial procedures to safeguard and help prevent unauthorized access, maintain data security, and correctly use the information we collect online.

How to Contact Us?
If you have any questions or concerns about Udell Associates’ online policy for this site, please contact us via e-mail, phone or at the following address:

Udell Associates
1605 Main Street, Suite 1110
Sarasota, FL 34236
(800) 725-6511
Info@wealthenjoyment.com

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We are a wealth management and estate planning firm specializing in estate
and trust planning, income tax planning, philanthropy and asset management.