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OCEAN FINANCIAL SERVICES Employee Directory

Investment ManagementFlorida, United States11-50 Employees

Ocean Financial Services, LLC operates in the investment management space, offering tailored financial planning that centers on a client’s values and priorities rather than numbers alone. The firm helps clients build plans aligned with their investment goals, time horizon, and risk tolerance, and for experienced investors it incorporates their experience and ideas to adjust direction while keeping the client’s vision at the forefront. As a FINRA-regulated broker-dealer and wholly owned subsidiary of Ocean Bank, Ocean Financial Services offers securities through its own channel rather than the bank's, and the investment products are not insured by the FDIC, not deposits of Ocean Bank, and carry investment risk including the potential loss of principal. 

Based in Miami, Florida, the firm operates in the investment management sector and serves individual investors seeking personalized planning, as well as seasoned investors who want to incorporate their own experience and ideas into a strategy. A notable leadership development in November 2024 announced the appointment of Homar Nick Mauras as senior vice president and chief operating officer.

Find OCEAN FINANCIAL SERVICES employees' phone numbers or email addresses

OCEAN FINANCIAL SERVICES Global Highlights

Location
Employees

North America
19

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  • United States Of America
    19

Asia
1

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  • India
    1

OCEAN FINANCIAL SERVICES's Leadership

  • Chief Operating Officer at OCEAN FINANCIAL SERVICES
    H. M.
    Chief Operating Officer
  • President at OCEAN FINANCIAL SERVICES
    B. J.
    President
  • President at OCEAN FINANCIAL SERVICES
    D. M.
    President
  • Principal at OCEAN FINANCIAL SERVICES
    J. G.
    Principal
  • Principal at OCEAN FINANCIAL SERVICES
    M. H.
    Principal
  • Principal at OCEAN FINANCIAL SERVICES
    O. H.
    Principal
  • Analyst at OCEAN FINANCIAL SERVICES
    A. P.
    Analyst
  • Roofer at OCEAN FINANCIAL SERVICES
    M. B.
    Roofer

OCEAN FINANCIAL SERVICES Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Legal
  • Product Management

Contact profiles from OCEAN FINANCIAL SERVICES

Name
Title
Contact
Location
Last Update
  • Chief Operating Officer at OCEAN FINANCIAL SERVICES
    H. M.
    Chief Operating Officer
    Puerto Rico, San Juan
    Jul 28, 2026
  • President at OCEAN FINANCIAL SERVICES
    B. J.
    President
    Oct 21, 2024
  • President at OCEAN FINANCIAL SERVICES
    D. M.
    President
    Oct 17, 2024
  • Principal at OCEAN FINANCIAL SERVICES
    J. G.
    Principal
    Oct 24, 2024
  • Principal at OCEAN FINANCIAL SERVICES
    M. H.
    Principal
    Oct 23, 2024
  • Principal at OCEAN FINANCIAL SERVICES
    O. H.
    Principal
    Oct 22, 2024
  • Analyst at OCEAN FINANCIAL SERVICES
    A. P.
    Analyst
    Oct 21, 2024
  • Roofer at OCEAN FINANCIAL SERVICES
    M. B.
    Roofer
    Aug 05, 2026

Frequently Asked Questions

What is OCEAN FINANCIAL SERVICES known for?

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OCEAN FINANCIAL SERVICES was founded in 2010 and operates in the Investment Management industry. Explore OCEAN FINANCIAL SERVICES's company overview page for more information.

What is OCEAN FINANCIAL SERVICES's most common email format?

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OCEAN FINANCIAL SERVICES employees' email format typically follows the pattern of FLast@oceanfinancial.com. Trying to find reliable and up-to-date employee contact data? Find more OCEAN FINANCIAL SERVICES email formats with LeadIQ.

How many employees does OCEAN FINANCIAL SERVICES have currently?

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OCEAN FINANCIAL SERVICES has approximately 11 employees as of August 2026. These team members are located across 2 continents, including North America and Asia.

Who are OCEAN FINANCIAL SERVICES's key employees and leadership?

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As of August 2026, OCEAN FINANCIAL SERVICES's key employees include:

  • Chief Operating Officer: H. M.
  • President: B. J.
  • President: D. M.
  • Principal: J. G.
  • Principal: M. H.

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