Richelle CamiloRichelle CamiloSenior Client Associate
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
Wealth Planning
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December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowOutlook
December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts
December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read NowBusiness
Incentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowOutlook
Ready to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read NowWealth Planning
6 practices to help you navigate family dynamics during the holidays
December 16, 2024Cultivate deeper family connections with these six key strategies.Read NowWealth Planning
Fundamental estate planning considerations
December 16, 2024As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read NowMarkets
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December 13, 2024We’re still seeking answers about tariffs, China’s stimulus and more.Read NowWealth Planning
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December 13, 2024As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read NowOutlook
November 2024 CPI Report: Inflation readings largely match expectations
December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read Now
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