Robert Juba

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.

Gary Moore is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 2004 after graduating from Wabash College. Throughout his time at the firm, he has worked alongside his colleagues on the Moore Team to serve clients, their families, and their businesses, focusing on utilizing the full capabilities of Merrill Lynch Wealth Management. Gary Moore specializes in assisting high-net-worth individuals and families with asset management, long-term planning related to succession and wealth transfer, and risk management. He places great importance on understanding the goals and best interests of each client, emphasizing trust and personalized financial service as central to his practice. He holds the Personal Investment Advisor (PIA) designation. In addition to his professional work, Gary Moore serves on the boards of the Children’s Learning Centers and the Second Chance Foundation. He and his wife Audrey reside in Amarillo with their two children and are active members of their local community.

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.