info form link
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.

Estate Planning Life Insurance Charitable Gift Annuity Risk Management Deferred Annuities


Sarasota Office
1605 Main Street, Suite 1110
Sarasota, Florida 34236
800-725-6511  •  941-951-0443   •  Fax: 941-951-6307

View Larger Map  


Longwood Office
407 Wekiva Springs Rd, Suite 247
Longwood, Florida 32779
800-725-6511   •  407-660-0330   •  Fax: 407-660-0588

View Larger Map  

If you would like additional information and answers to your
questions, please fill out the following form. One of our
experienced professionals will contact you by phone or email.
Just indicate your preference before submitting the form.

contact form

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