Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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

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Our advisors

Advisor photo for Daniel Bellino

Daniel Bellino

ChFC®

Private Wealth Advisor

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

Richard Ewing

CFP®

Private Wealth Advisor

Managing Director
Learn more about Richard Ewing Visit Richard Ewing's website
Advisor photo for David B Loder

David B Loder

CFP®, APMA®

Financial Advisor

Managing Director
Learn more about David B Loder Visit David B Loder's website
Advisor photo for Tyler Keen

Tyler Keen

CFP®

Financial Advisor

Vice President
Learn more about Tyler Keen Visit Tyler Keen's website


Our team

Patricia Murphy

Patricia Murphy

Registered Client Service Associate

Personal Intro

Ameriprise Financial - June 2019-Present

Indiana native, resides in Palm Beach Gardens

Enjoys sailing, fishing and traveling.

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