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8425 PULSAR PLACECOLUMBUS,
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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, WI, 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, WI, WV
Julie Jacobs is registered to do business in : OH, WV
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Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
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