Your Life. Your Investments.
Take Control With Blue Ocean Wealth Solutions.
John T. Murphy, AAMS®
Wealth Management Advisor
John began his financial career in 2001 and has spent the past 17 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, LUTCF®
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 recently joined the team and specializes in wealth management and life insurance strategies for individuals and families.
Ryan has worked in Financial Services for over three 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.
Erica is an executive assistant to John Murphy and Robert Berkowitz. Erica is responsible for the teams’ daily operations, including business processing and all aspects of client service. Erica is also pursuing her Life, Accident, and Health Insurance license.
Erica graduated from St. Joseph’s College – Brooklyn with a BA degree, where she also played Division III basketball and softball. In her free time, Erica enjoys staying active and playing sports.
Personal Marketing Assistant
MaryAnne recently retired from Verizon after 32 years of service as a COT. As the teams’ marketing assistant, MaryAnne uses her experience at Verizon to connect with and better assist CWA members in understanding the retirement process. Her responsibilities also include organizing and planning educational seminars and client appreciation events.
MaryAnne and her husband who is currently in his 31st year with Verizon are the proud parents of two children, Kaitlyn and John. In her free time, MaryAnne enjoys spending time with her family and friends.
Group Workplace Life Insurance Team
Our workplace voluntary life insurance benefits team is led by Diana Miranda-Scalese (center), who has specialized in group life insurance for the past 25 years. She is joined by Eric Niclas (left) and Erika Arguello (right).