Oceanview Private Wealth

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Oceanview Private Wealth
Team photo for Oceanview Private Wealth

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Advisors

Advisor photo for Daniel Bellino

Daniel Bellino

ChFC®

Private Wealth Advisor

Managing Director
Visit Daniel Bellino's website
Advisor photo for Richard Ewing

Richard Ewing

CFP®

Private Wealth Advisor

Managing Director
Visit Richard Ewing's website
Advisor photo for Tyler Keen

Tyler Keen

CFP®

Financial Advisor

Vice President
Visit Tyler Keen's website
Advisor photo for David B Loder

David B Loder

CFP®, APMA®

Financial Advisor

Managing Director
Visit David B Loder's website


Team

Patricia Murphy

Patricia Murphy

Registered Client Service Associate