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The Barcza Group 

Professional Profile

Don Barcza, is the senior member of the group and has been with Merrill Lynch since 1975. He is responsible for defining the core strategies in wealth management for client portfolios and analysis of new products. Don attended The Ohio State University, earning a Bachelor's of Science degree in Business Finance. He served in the United States Army for three years before joining Merrill Lynch.

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. Jeff joined the firm in 1994.

Kevin Cox specializes in 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, with over 25 years of service. 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 Client Associate who has been with Merrill Lynch for 15 years. 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.

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


(614) 825-0351
 


Wealth Management Advisor

(614) 825-0353
 


Senior Financial Advisor

(614) 825-0383
 


Client Associate

(614) 825-0384
 


Reg Senior Client Associate

(614) 825-0499
 

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