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8425 PULSAR PLACECOLUMBUS,
Learn more about an advisor’s background on FINRA’s BrokerCheck
Wealth Management Advisor
Senior Vice President - Wealth Management
Senior Financial Advisor
First Vice President - Wealth Management
Reg Senior Client Associate
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.Julie Jacobs graduated from The University of Toledo majoring in Finance and joined Merrill Lynch in 2016. Spending years in financial analysis and customer service prepared her for her role in planning-based financial advising and relationship management. Julie looks forward to collaborating with you in your journey to financial goal achievement.
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.
Kevin Cox is registered to do business in : AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NV, NY, OH, PA, SC, TX, VA, WA, WV
Jeff Daniels is registered to do business in : AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NV, NY, OH, PA, SC, TX, VA, WA, WV
Julie Jacobs is registered to do business in : OH, WV
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Merrill Lynch is the marketing name for Merrill Lynch Wealth Management, and Merrill Edge®, both of which are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S"). Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.