About Richelle

Richelle Camilo is a Senior Client Associate at J.P. Morgan Wealth Management.

As a member of The Mastrocola Bardaro & Mehra Group, she provides top-tier operational support for high-net-worth and ultra-high-net-worth clientele. Richelle's responsibilities include new client on-boarding, relationship management and execution of alternative investment and structured product trades. She works closely with clients' attorneys to implement estate plans and provides timely white-glove service to all current and prospective clients.

Richelle graduated from Worcester State University with a B.S. in Economics. With 11 years of experience in financial services, she began her career in 2013 at Saint Gobain Abrasives as a customer programs representative on their finance team. Richelle then moved to Bank of New York Mellon as an Investment Accountant, followed by eight years at Merrill Lynch as a Registered Wealth Management Client Associate.

Insights

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
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