Amarillo, TX SW 34th Ave Office

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 at Merrill Lynch Wealth Management. He began his career at Merrill in 2004 after graduating from Wabash College. Gary works alongside his team to serve clients, their families, and their businesses, focusing on providing personalized financial service. His expertise includes assisting clients with asset management, long-term planning, succession, and wealth transfer. Gary holds the Personal Investment Advisor (PIA) designation. He is actively involved in the Amarillo community and serves on the boards of the Children's Learning Centers and the Second Chance Foundation. He and his family are members of their local church and engage in various community activities.

Debbie Smith is a financial advisor at Merrill with 30 years of industry experience and has been with the firm since 1981. She holds Series 63 and Series 66 licenses. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Margala Reinbold is a financial advisor at Merrill with Series 63 and Series 65 licenses and 41 years of industry experience. She has been with Merrill since 1986. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Marwan Touma is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has served since 2007. He works closely with a team to create personalized wealth management strategies that align with each client's specific goals and needs. His expertise includes family wealth management strategies, personal retirement planning, portfolio management services, and retirement income planning. Marwan coordinates with clients' attorneys, tax professionals, and insurance experts to provide comprehensive and highly personalized financial services. Marwan holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. In addition, he has earned the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He possesses a Master's Degree from West Texas A and M University and a Bachelor's Degree from Holy Spirit University. He is proficient in English, French, and Arabic. Active in his community, Marwan participates in philanthropic events and enjoys social activities with family, friends, and clients. His personal interests include biking, football, music, racquetball, soccer, spending time with family, and table tennis.

Meredith Cobb is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, she held positions at Viterra USA and Gavilon Grain and spent time at Oklahoma State University in roles related to agricultural economics. She serves as a board member for Junior Achievement in Amarillo, Texas. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Breeann Adams is the Senior Resident Director and Wealth Management Advisor at Merrill. She began her career with A.G. Edwards in 2000 after earning a Bachelor of Science degree from West Texas A&M University. In 2008, she obtained the CERTIFIED FINANCIAL PLANNER® certification after completing a rigorous training program. Breeann joined Merrill in 2009, where she serves clients leveraging the extensive products and services of Merrill and the banking capabilities of Bank of America. Her areas of expertise include multi-generational estate planning, education planning, and retirement planning. Breeann's client focus extends to family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, portfolio management services, socially responsible and values-based investing, women and wealth, and retirement income. This broad focus reflects her commitment to addressing the financial needs of diverse clients. Breeann has a history of community involvement, having served on several boards across the Texas Panhandle. Her previous roles include membership on the Amarillo Children's Home Board of Trustees, the Make A Wish Board of Trustees, and the Opportunity School Board of Trustees. She is passionate about serving underprivileged children and children in need. Outside of her professional work, Breeann enjoys basketball, cooking, horseback riding, interior decorating, spending time with her family, and traveling.

Ralanda Hollar is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 1996, as well as at Bank of America, N.A. since 2026. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jana Mccrary is a financial advisor with Merrill based in Amarillo, TX, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has been with Merrill since 1993. Outside of her advisory role, she is involved in housesitting and dog sitting for various individuals. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Hayden Campsey is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2014. He works closely with business owners, corporate executives, and other professionals to simplify their financial lives through a tailored, goals-based wealth management approach. His services include income management, trust and estate planning, investment management, next generation planning, retirement planning strategies, and Environmental, Social & Governance (ESG) investing options. Hayden earned a Bachelor of Business Administration degree in Finance from West Texas A&M University, with studies focused on portfolio management and corporate finance. He holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc., and is also recognized as a Personal Investment Advisor (PIA). Beyond his professional role, Hayden is an Eagle Scout and remains involved with the Boy Scouts of America. He is a member of the Amarillo Executive Association and volunteers with local non-profits. He lives in Amarillo with his wife and their dog, and his personal interests include golf, skiing, shooting, traveling, and spending time outdoors.

Velrick Wilson is a financial advisor at Merrill with 30 years of industry experience. He holds the Series 63 and Series 65 designations. His career includes long-term tenures at Merrill and Bank of America, N.A. Outside of advising, Wilson has interests in family ranching and oil and gas royalties in Texas, including ownership roles in related LLCs. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for various client types, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Philip Filsouf is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served clients since 1991. He leads The Filsouf Cox Wealth Management Group, which supports a diverse clientele across 25 states, including business owners, oil and gas executives, retirees, affluent women who have experienced life changes such as divorce or loss of a spouse, and medical community members from regions including the Middle East and Europe. His approach emphasizes clear communication and tailored client service, offering meetings at flexible times and locations, including client homes, offices, and hospitals. As a qualified Portfolio Advisor, Philip provides traditional investment advice alongside personalized strategies by recommending Merrill Lynch Wealth Management and approved third-party investment options. His expertise encompasses investment management, retirement planning, wealth transfer, education funding, and liability management. He holds a Bachelor's Degree from West Texas A&M University and the Personal Investment Advisor (PIA) designation. Philip is multilingual in Persian, Polish, and English. Philip and his wife are engaged in community activities, including participation in the March of Dimes, Serra Club, Amarillo Downtown Lions Club, and St. Thomas the Apostle Church. They have two children who are the first Americans born in their families. Philip’s background includes being born in England and residing in Iran before relocating to Amarillo in 1979.

Quinn Tavious Hall Taylor is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked at Merrill since 2022, as well as at Bank of America, N.A. since 2025. Taylor serves on the board of Heal the City, a nonprofit providing free medical care to uninsured individuals in the Amarillo community. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.