EASTWOOD & ASSOCIATES WEALTH STRATEGIES - Key Persons
Denise joined Eastwood & Associates Wealth Strategies, LLC in 2009 and assists with the wealth management team's administrative tasks, while also helping to maintain communication and relationships with all of the firm's clients. She has more than 10 years in the financial services industry and seeks to provide consistent, efficient and prompt service by understanding her clients' needs and expectations. She has passed her Series 7 and 66 exams and is also a notary public.
Denise lives in Palm Bay with her husband, Roger, and their dog, Sparky. She loves to spend time with her family, listen to music and read - especially murder mystery novels.
Bill founded Eastwood & Associates Wealth Strategies, LLC in 2005 and serves as a CERTIFIED FINANCIAL PLANNER™ Professional, assisting his clients in developing specific strategies to help achieve their financial goals. Prior to working at the firm, he was a financial consultant at UBS/Paine Webber. He has passed his Series 7, 63 and 65 exams as well as his Florida insurance and health license exams and his Georgia insurance exam.
Bill graduated from the University of Florida with a Bachelor of Science degree in agriculture in 1993 and received his CFP® certification in 2004. He originally joined the financial services industry to help others with the complex financial situations they face and enjoys helping the small-business owners he works with find custom solutions to their needs.
Bill lives in Melbourne with his wife, Alice, and they have two children, Emily and Thomas. He enjoys spending his free time fishing and playing racquetball, and he hopes to one day learn to fly a helicopter.