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The Barcza Group 

Professional Profile

Jeff Daniels is involved with client portfolio design and wealth management and is responsible for screening money managers and mutual funds. He provides clients with strategies for retirement and estate planning. Jeff is a graduate of The Ohio State University, earning a Bachelor's of Science degree in Finance, and holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc.(TM).** Jeff joined the firm in 1994.

Kevin Cox focuses on risk management for foundations and endowments, wealth management for high net worth individuals, personal and corporate financial strategies, and retirement analysis along with asset allocation* and wealth management for large pools of funds. Kevin is a graduate of The Ohio State University, earning a Bachelor's of Science degree in Economics. Kevin joined Merrill Lynch in 1988.

Patti Schultz is the team's veteran Client Associate, beginning her career at Merrill Lynch in 1987. She handles a multitude of client service needs and works closely with the Merrill Lynch back offices to fully service accounts. Patti earned an Associate's of Science degree from Robert Morris College and has been with the firm since 1987.

Susan Mogul is a Registered Senior Client Associate who has been with Merrill Lynch since 1996. She has demonstrated a passion for excellence in working with clients by continuously exceeding their expectations for service. Susan graduated from Hillsdale College with a Bachelor's of Arts degree in Business Administration and Economics.




*Asset allocation does not ensure a profit or protect against a loss in declining markets.

**Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Client Commitment


Kevin Cox is registered to do business in:AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NY, OH, PA, SC, TX, VA, WA, WI

Jeff Daniels is registered to do business in:AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NY, OH, PA, SC, TX, VA, WA, WI

For questions regarding registration information please contact your Financial Advisor.
The Barcza Group

Global Wealth Management

Merrill Lynch
8425 pulsar place
columbus, OH  43240 

Phone(800) 876-1648

Email:  

Professional Staff


Wealth Management Advisor

(614) 825-0353
 


Senior Financial Advisor

(614) 825-0383
 


Client Associate

(614) 825-0384
 


Reg Senior Client Associate

(614) 825-0499
 

C8476318 (JCA*******801)