Richelle Camilo is a Client Services Associate at Kaplan Financial Services, with over 12 years of experience in the financial industry. She is dedicated to delivering exceptional service and support to clients, ensuring a seamless and personalized experience.
Before joining Kaplan, Richelle worked at J.P. Morgan, where she specialized in onboarding new clients, developing tailored wealth plans, and executing complex trades. Her strong attention to detail and client-first approach have been key to her success throughout her career.
Richelle holds a Bachelor of Science in Economics and maintains her Series 7 and 66 licenses through LPL Financial.
She currently resides in Boston with her husband and their two Shih Tzus, Lily and Beijo. Outside of work, Richelle is passionate about the culinary arts and enjoys crafting new recipes inspired by her travels.
