Castle Group
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Experience

Makes all the difference

Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

James F. Negrelli

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • CA
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • MA
  • ME
  • MI
  • MO
  • NC
  • NH
  • NV
  • NY
  • OH
  • SC
  • TN
  • VA

James F. Negrelli

30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124

Email Me

James F. Negrelli

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • CA
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • MA
  • ME
  • MI
  • MO
  • NC
  • NH
  • NV
  • NY
  • OH
  • SC
  • TN
  • VA
30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124

Email Me

Debora Venzor, CDFA

Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • MA
  • ME
  • MI
  • MO
  • NC
  • NH
  • NY
  • OH
  • OR
  • SC
  • TN
  • VA

Debora Venzor, CDFA

Credentials

  • Certified Divorce Financial Analyst
  • Chartered SRI Counselor℠

Debora Venzor, CDFA

30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124

Email Me

Debora Venzor, CDFA

Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • MA
  • ME
  • MI
  • MO
  • NC
  • NH
  • NY
  • OH
  • OR
  • SC
  • TN
  • VA

Credentials

  • Certified Divorce Financial Analyst
  • Chartered SRI Counselor℠
30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124

Email Me

Julianne "Julie" Przeszlo

Senior Client Associate

Registered States:
  • FL
  • OH

Julianne "Julie" Przeszlo

30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124

Email Me

Julianne "Julie" Przeszlo

Senior Client Associate

Registered States:
  • FL
  • OH
30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124

Email Me

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

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