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

Daniel Bellino

ChFC®

Private Wealth Advisor

Managing Director
Learn more about Daniel Bellino Visit Daniel Bellino's website

Richard Ewing

CFP®

Private Wealth Advisor

Managing Director
Learn more about Richard Ewing Visit Richard Ewing's website

David B Loder

CFP®, APMA

Financial Advisor

Vice President
Learn more about David B Loder Visit David B Loder's website

Tyler Keen

CFP®, CRPC, APMA

Financial Advisor

Associate 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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Roxanne Wright

Roxanne Wright

Operations Leader

Roles & Responsibilities

  • Operationly Support Oceanview Private Wealth.
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Vinessa Jones

Vinessa Jones

Registered Client Service Associate