About Gary L. Burgess
Gary Burgess is a Managing Director with Morgan Stanley Wealth Management overseeing the Houston Post Oak Market. The Market is comprised of three branch offices with 145 financial advisors, 75 support staff, 4 private bankers, a dedicated Technology Trainer and a 10 member management team. The Market oversees $37 billion in client assets and generates $243 million in annual revenue. (A/O 7/31/2023.)
A veteran in the wealth management industry, Gary has over 25 years’ experience working with financial advisors and their teams to strategically grow their practices and better serve their clients. At the core of his business model is a strong, experienced management team, working in concert to ensure their Financial Advisors have access to the tools and resources they need to effectively run their practices and serve their clients.
Gary began his career in Wealth Management in 1986 as a cold caller. After 8 years as an advisor, he was encouraged to transition into management and completed the Leadership Development Program at Smith Barney. In the years since, he has led some of the most successful branches and markets at the Firm. Over the years, Gary has made supporting his people his top priority. Whether helping them resolve market issues or connecting them with internal or external resources, Gary believes his primary role as a manager is to create a positive, entrepreneurial environment and to remove obstacles so that his Financial Advisors can more efficiently run their practices and better serve their clients.
Consistently a top recruiter, Gary believes that retaining his advisors and adding a select few of the best advisors in the market each year enables him to grow the Market while maintaining its strong culture. Committed to the success everyone in the Market, Gary’s main objective is to see each member of his Market grow professionally and attain their personal goals.
Gary is a native Texan who has spent most of his life in Houston. After leading offices in Dallas, Minneapolis and Chicago for 14 years, Gary was ecstatic to return home for his dream job, leading the Houston Post Oak Market in July 2014. An avid Texas Longhorns fan, Gary is a Longhorn Foundation member, season ticket holder, and rarely misses a game. Gary is married to Angela Burgess, Executive Director of RaiseUp Families and President/CEO of Broad Oaks Consulting. He has two adult sons he is fortunate to see and spend time with often.
Being involved in and giving back to the community is important to both Gary and Angela personally. He carries that same passion for giving back into his Market. Partnering with the Firm, Market employees and their families are often provided with opportunities to give their time and financial resources to worthy local organizations like the Houston Food Bank, KIPP Schools, Target Hunger, AVDA, Memorial Park Conservancy, and others. Caring for his family, his entire Market Team, their clients, and our community bring Gary personal and professional fulfillment.
Securities Agent: CO, MA, RI, TX; Investment Advisor Representative; BM/Supervisor; General Securities Representative