Financial Professionals Dedicated to CWA Members
Blue Ocean Wealth Solutions is a preferred vendor for CWA Members who understand the specific retirement options available to you
and can help you plan for your financial future, now. Taking a collaborative approach, we get to know you, your needs, and what’s important to you, and then customize a plan to help you get the
most out of your benefits.
Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life,
disability income, or long-term care insurance protection, we can
offer CWA Members support, professional attention, insights, and capability. Get in touch with us to learn more!
The Murphy Team
John T. Murphy, AAMS®
Financial Services Executive
Retirement Income Specialist
Retirement Plan Specialist
Wealth Management Advisor
John began his financial career in 2001 and has spent the past 20 years as a financial professional dedicated to CWA Members. John has helped CWA members maximize their retirement and plan for their financial future by keeping himself current with CWA contracts and benefits. At Blue Ocean Wealth Solutions, our mission is “Changing people’s lives”, and John strives to do this by establishing and maintaining long-term relationships, understanding the unique needs of each client, and finding comprehensive solutions.
Before joining Blue Ocean, John worked at Edward Jones and MetLife. John is Series 7 and 66 licensed, as well as a licensed Life, Accident, and Health Insurance agent. John’s experience and understanding of Wealth Management drove him to establish his own Investment Committee in 2014. His Investment Committee is comprised of himself and several money managers from leading firms who meet quarterly to discuss their custom investment models, focusing on the needs and best interests of their clients in today’s market. John is also a Wealth Management Conference qualifier.
John is the proud father of Jake, McKenzie, and Ella, and enjoys actively participating in their many activities, or spending his free time on the golf course.
Robert Berkowitz, RICP®, LUTCF®
Financial Planner
Wealth Management Advisor
Robert has been in the financial services industry since 2001 and began working with CWA members in 2010. Prior to joining Blue Ocean Wealth Solutions Robert was an Assistant Vice President at Barclay’s Capital. He achieved success early in his career by focusing on personalized financial solutions for his clients and has applied his learned strategies to more effectively assist CWA Members. Retirement planning, asset protection, and life insurance are among some of Robert’s specialties, and he uses these skills to help his clients reach their goals while also protecting their families.
Robert graduated from Hofstra University with a BBA degree, and is FINRA Series 7 and 63 licensed, as well as a licensed Life, Accident, and Health Insurance agent. Robert is a qualifying and active member of the Million Dollar Round Table.
Robert is an avid golfer and enjoys spending time with his family.
Ryan Clarke
Financial Advisor
Ryan specializes in wealth management and life insurance strategies for individuals and families.
Ryan has worked in Financial Services for over six years and previously worked in Manhattan where he focused on financial planning for people in the staffing industry. Ryan understands that no two people are the same and takes pride in educating his clients on the best solutions available for their personalized needs. He currently holds Series 6 and 63 licenses as well as his Life, Accident and Health Insurance license.
Ryan attended the University of Maryland where he was a four-year letter winner on the varsity lacrosse team. He currently resides in East Atlantic Beach and in his free time enjoys golfing, training in martial arts and traveling.
Julia Zumbach
Marketing &
Client Relations
Julia is the Manager of Marketing and Client Relations for The Murphy Team. She is responsible for executing and overseeing the teams marketing campaigns as well as establishing strong internal and external working relationships through direct communication with clients.
Julia attended the State University of New York at Oneonta where she earned her Bachelor of Science degree in Business Economics with a concentration in Marketing and a minor in Computer Art.
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies. Securities, investment advisory, and financial planning services offered through qualified registered representative of MML Investor Services, LLC. Member SIPC. OSJ 2200 Northern Blvd Suite 200 East Hills NY 11548 – (516) 686 7000. CWA is not affiliated or MML Investor Services, LLC.