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
Markets
5 things on the horizon for 2025
December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read Now
Wealth Planning
Selecting the right assets to give to charity
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Business
Understanding business entities
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Wealth Planning
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December 5, 2024Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read Now
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Wealth Planning
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Markets
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Wealth Planning
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Retirement
Leaving your job
November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read NowMarkets
5 things on the horizon for 2025
December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read NowWealth Planning
Selecting the right assets to give to charity
December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read NowBusiness
Understanding business entities
December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read NowWealth Planning
What is umbrella insurance and why might I need it?
December 5, 2024Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read NowWealth Planning
Your values and hopes: What your loved ones really need to know
December 4, 2024Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read NowWealth Planning
Providing for children with special needs
December 4, 2024It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read NowMarkets
3 things we (and the markets) are grateful for this season
November 27, 2024We’re ending the year on a note of optimism. Here’s why.Read NowWealth Planning
When does it make sense for a trust to own your life insurance policy?
November 27, 2024Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read NowRetirement
Leaving your job
November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read Now
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