Our Team at Morgan Stanley Houston Post Oak Market

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

About Kristi R. Lucero

Kristi R. Lucero is a Vice President at Morgan Stanley and the Associate Market Manager for the Houston Post Oak Market. Beginning her career in 1997 as a receptionist with Dean Witter, Kristi has spent over two decades working at Morgan Stanley across different functions within the bank. Prior to her current role, Kristi spent time on the Service, Risk, Sales and Management Team where she earned firsthand experience viewing the business as a whole organization rather than a single department.

In her current role as Associate Market Manager, Kristi strives to pay forward the support and strength that she received throughout career at Morgan Stanley. She is passionate about her role and dedicated to actively coaching Financial Advisors and Wealth Advisor Associates as they navigate their career. Keeping Morgan Stanley’s core values in mind, Kristi works with the leadership team to recruit top notch talent in Houston.

Kristi holds the Series 7, 63, 65, 9, and 10 licenses.

Kristi recently relocated to Houston with her husband Chris, and they are quickly making the area their new home. While Kristi and Chris’s children pursue careers in the automotive and nursing industries, the “empty nester” couple enjoys doing CrossFit together, travelling, and exploring the Houston community. Kristi is an active member of the Diversity and Inclusion Council at Morgan Stanley.

About Christa M. Burgett

Christa M. Burgett is the current Market Business Service Officer in Morgan Stanley’s Houston Post Oak Market. Christa began her career with Salomon Smith Barney as a receptionist and has held a variety of roles in the finance industry. Through the various mergers and firm name changes, Christa spent time as a Registered Client Service Associate, Senior Assistant Operations Manager, and Operations Manager before transitioning to her current role.

Christa graduated from Harding University with a degree in Business Administration.

Outside of work, Christa enjoys spending time with her family, attending her children’s sporting events, and staying active.

About Mark Bamber

Mark has been working with Morgan Stanley since 2011 and transferred from the Melbourne Australia Morgan Stanley office to the Houston Post Oak Market in 2015 as First Vice President, Senior Risk Officer. Mark is responsible for undertaking all supervisory obligations as well as dealing with the Risk and Operational aspects of the Market and assists financial advisors and client service associates in following Firm process and procedures to deliver a first class experience for our clients.

Academically, Mark has obtained three university degrees- a Bachelor of Economics, a Bachelor of Commerce whilst majoring in Statistics & Finance and a Bachelor of Sports Science. Mark is registered with FINRA and holds a Series 7, 9, 10, 66 & 3.

After moving from Australia in 2015, Mark, along with his wife Sarah and their three children, Eve, Marcus and Curtis, pursued their lifelong dream of living in Houston. All five of them share a passion of giving back to a community that has already given them more than they could have ever dreamed of.

This passion and commitment is the driving force behind Mark and Sarah’s vision for co-founding a local nonprofit, MORE Community Services and Development, and continues to impact their everyday lives as they strive to make a difference in even the smallest ways.

Mark and Sarah’s hope for MORE Community Services and Development is not only to advocate for at risk youth and adults with special needs, but also to provide a community and resources for each individual participant to succeed. They hope to make an impact in the community, and inspire others to spread kindness and acceptance.

Mark was a former runner up Mr. Australia as a bodybuilder and still loves working out and following a healthy lifestyle whilst living the American Dream.
Securities Agent: CO, RI, TX; Investment Advisor Representative; BM/Supervisor; General Securities Representative; Transactional Futures/Commodities; Managed Futures

About Jintal Patel

Jintal Patel has over 17 years of experience in the financial service industry. Jintal obtained her Bachelor’s degree in Computer Science from India and began her career as a Stockbroker at Scottrade in 2007. She joined Merrill Lynch in 2013 as a Client Relationship Manager where she managed a team of licensed representatives and coached Financial Advisors to grow their business. In her current role as Business Development manager at Morgan Stanley, she effectively engage with Product Partners across the firm to ensure that the Financial Advisors have the proper training and knowledge of both existing and new tools and firm resources.

Her positive attitude and tireless energy encourages and motivates others to work hard and succeed. Jintal values building authentic relationships and partnering to win, especially in a team environment.

Jintal enjoys completing house projects and watching movies with her husband, Vimal and 14 year old son, Avi. In her free time she also enjoys trying new spicy vegetarian recipes in her kitchen and exploring the newest restaurants in Houston. To balance her love of food - she enjoys working out, organizing anything and everything and being adventurous.

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Branch Address

2800 Post Oak Blvd 18th
Fl
Houston, TX 77056
US
Branch:
(713) 965-5000(713) 965-5000
Toll-Free:
(800) 231-0060(800) 231-0060
Fax:
(713) 965-5050(713) 965-5050

Branch Manager

Gary L. Burgess
Phone:
(713) 966-6828(713) 966-6828

Downtown Houston Branch

Find a Financial Advisor

Branch Address

1330 Post Oak Blvd
Suite 900
Houston, TX 77056
US
Branch:
(713) 968-3000(713) 968-3000
Fax:
(713) 968-3200(713) 968-3200

Branch Manager

Matt Kabot
Phone:
(713) 968-3333(713) 968-3333

Branch Address

1330 Post Oak Blvd
Suite 900
Houston, TX 77056
US
Branch:
(713) 968-3000(713) 968-3000
Toll-Free:
(800) 359-4358(800) 359-4358
Fax:
(713) 968-3200(713) 968-3200

Branch Manager

Matt Kabot
Phone:
(713) 968-3333(713) 968-3333

Houston Post Oak Branch

Find a Financial Advisor

Branch Address

2800 Post Oak Blvd
Ste 3200
Houston, TX 77056
US
Branch:
(713) 966-2100(713) 966-2100
Toll-Free:
(800) 666-6069(800) 666-6069
Fax:
(713) 966-6808(713) 966-6808

Branch Manager

Gary L. Burgess
Phone:
(713) 966-6828(713) 966-6828
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2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.

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7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.

Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.

Awards Disclosures
CRC 6491812 04/2024