As a MassMutual Firm, Blue Ocean Wealth Solutions has a foundation of financial strength and stability as well as local resources to provide clients with customized financial solutions. Our Financial Professionals work closely with individuals, business owners and employers to provide a full range of:

* Insurance Products
* Investment and Wealth Management Solutions
* Workplace Benefits 
* Financial Planning Services, including Retirement and Estate Planning

The firm’s mission statement is simple, yet profound – to help change people’s lives.

Not only is the Blue Ocean team committed to changing our clients’ lives, we are also passionate about fostering an environment where everyone succeeds. We pride ourselves on our diverse, family-oriented culture. Our Leadership Team provides ongoing training and support to ensure our Financial Professionals have the resources and tools needed to provide the very best services and solutions. After all, we are in the business of changing lives, so only the best will do.

Contact us today!

Insurance

Investment Management

Blue Ocean Wealth Solutions

Frank Scalese

Jennifer Sarmiento

Paul Girola

Julia Zumbach

Abhinav Sharma (Nav)

Jacqueline McDermott

Tracey Bianco

The Sales and Client Services team at Blue Ocean Wealth Solutions is dedicated to managing and nurturing client relationships while driving the firm's growth through effective sales strategies. This team comprises Relationship Managers, Sales Directors, Client Services Associates, and Broker Assistants who work collaboratively to provide comprehensive financial solutions. They focus on understanding client needs, offering personalized financial planning services, and ensuring superior client satisfaction to fulfill the firm’s mission of positively impacting lives.

Sales and Client Services

Financial Services Team

Marketing and Client Relations

Sales and Client Services

About

Team members

Other teams at Blue Ocean Wealth Solutions

Financial Services Team

Marketing and Client Relations