Gary Moore

Steven Cox is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 1998, he has worked closely with a diverse clientele including successful business owners, oil and gas executives, retirees, and members of the medical community across multiple states. Steven and The Filsouf Cox Wealth Management Group focus on family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Steven holds the CERTIFIED FINANCIAL PLANNER™ designation and has earned the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Wayland Baptist University. His approach to investment management includes discretionary portfolio management with custom strategies, model portfolios, and third-party solutions, emphasizing disciplined practices aimed at growing assets, taking profits, preserving gains, and repeating this cycle. A lifelong resident of Amarillo, Steven is actively involved in his community, serving on the board of Transformation Park and several local charities. Outside of his professional work, he enjoys golfing, music, spending time with his family, and has personal interests that include playing guitar, officiating marriage ceremonies, motorcycle riding, and reading.

Robert Juba is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been assisting clients since 1999. He provides personalized portfolio management and individual securities recommendations, focusing on family wealth management strategies, legacy planning, and tax minimization. He is also a qualified Portfolio Manager who manages strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies, sometimes on a discretionary basis. Additionally, he concentrates on retirement plans. Mr. Juba holds a Bachelor of Arts degree from the University of Texas at Austin and a Master of Public Administration degree from Texas Tech University. In 2003, he earned the Certified Investment Management Analyst® (CIMA®) designation, awarded by the Investments & Wealth Institute™ in conjunction with The Wharton School at the University of Pennsylvania. He also holds the Personal Investment Advisor (PIA) designation. Prior to joining Merrill Lynch, he worked for the City of Amarillo and the Amarillo Economic Development Corporation during the 1990s. Outside of his professional work, Robert Juba spends time with his wife, Amy, and their two grown children. His personal interests include traveling, working out, watching various sports such as baseball, football, and soccer, and attending concerts, especially classic rock bands. He is involved in community service through organizations including Meals on Wheels of Amarillo. He has served as a former director for the TX Business Hall of Fame and Texas Lyceum.

Jason Velky is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 2002 and focuses on helping individuals and families preserve and grow their wealth through personalized strategies. Jason takes time to understand clients’ goals, aligning financial plans with their specific time horizons and risk profiles. He guides clients through an evolving wealth management process, adapting to changes in their lives and market conditions to maintain alignment with objectives. Jason graduated from the University of Colorado in 2002 with a Bachelor's degree in Economics. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His client focus areas include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. He is active in his community and currently serves on the St. Andrew's Episcopal School board. He has previously served multiple terms on the boards of High Plains Food Bank, Opportunity School, and Amarillo College Foundation. Jason enjoys spending time with his wife Maggie and their two children, Grace and Griffin, as well as engaging in boating, fishing, football, golfing, hunting, music, skiing, tennis, and traveling.