Oceanview Private Wealth

Our mission is you. Understanding what's truly important to you. Providing you with personalized financial advice. Regularly reviewing your goals, progress, and investments with you. We're here to help you feel confident about your financial future. With advice supported by research and online tools to track your progress, we can help you feel confidant, connected and always in control of your financial life.

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

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Advisors

Daniel Bellino

ChFC®

Private Wealth Advisor

Managing Director
Visit Daniel Bellino's website

Richard Ewing

CFP®

Private Wealth Advisor

Managing Director
Visit Richard Ewing's website

Tyler Keen

CRPC, APMA

Financial Advisor

Associate Vice President
Visit Tyler Keen's website

David B Loder

CFP®, APMA

Financial Advisor

Vice President
Visit David B Loder's website


Team

Patricia Murphy

Patricia Murphy

Registered Client Service Associate

Vinessa F. Jones

Vinessa F. Jones

Client Service Associate