Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



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

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

Tyler Keen

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
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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Roxanne Wright

Roxanne Wright

Operations Leader

Roles & Responsibilities

  • Operationly Support Oceanview Private Wealth.
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John Tovar

John Tovar

Registered Client Service Associate