Scott Uptegraph
Managing Director, Wealth Management, Financial Advisor, Alternative Investments Director
Phone:
(713) 965-5045(713) 965-5045
The Uptegraph Group at Morgan Stanley
Our Mission Statement
Comprehensive wealth planning strategies for your life and legacy
About Us
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Barron's Top 1,200 Financial Advisors: State-by-State 2022
Scott is honored to have been named one of Barron's Top 1,200 Financial Advisors: State-By-State for Texas in 2022. Selection for this list is based on a host of criteria, including the value of Assets Under Management, firm nomination, years of industry experience and best practices.
Barron's Top 1,200 Financial Advisors: State-by-State 2022
Source: Barron's.com (Awarded Mar 2022). Data compiled by Barron's based on time period from Sept 2020 - Sept 2021.
Barron's Top 1,200 Financial Advisors: State-by-State 2022
Source: Barron's.com (Awarded Mar 2022). Data compiled by Barron's based on time period from Sept 2020 - Sept 2021.
Financial Times 400 Top Financial Advisors 2018 and 2019
Scott is proud to have been named one of Financial Times 400 Top Financial Advisors in 2018 and 2019.
Financial Times 400 Top Financial Advisors 2019
Source: ft.com (Awarded Apr 2019) Data compiled by the Financial Times based on time period from 6/30/15 - 6/30/18.
Financial Times 400 Top Financial Advisors 2018
Source: ft.com (Awarded Mar 2018) Data compiled by the Financial Times based on time period from 6/30/15 - 6/30/17.
Financial Times 400 Top Financial Advisors 2019
Source: ft.com (Awarded Apr 2019) Data compiled by the Financial Times based on time period from 6/30/15 - 6/30/18.
Financial Times 400 Top Financial Advisors 2018
Source: ft.com (Awarded Mar 2018) Data compiled by the Financial Times based on time period from 6/30/15 - 6/30/17.
Our Clients
The Uptegraph Group is devoted to serving multiple generations of families. We work with clients around the country, including successful individuals, multi-generational families, entrepreneurs, family foundations, trusts and estates.
Our clients are engaged, well-informed people who want to spend time participating in their work, with their families, and in their communities. It gives them great comfort knowing that we are with them through the successes and challenges that life brings.
We believe that transparency and candid communication play a vital role in facilitating our most successful client relationships.
The Uptegraph Group at Morgan Stanley offers the below suite of services:
Our clients are engaged, well-informed people who want to spend time participating in their work, with their families, and in their communities. It gives them great comfort knowing that we are with them through the successes and challenges that life brings.
We believe that transparency and candid communication play a vital role in facilitating our most successful client relationships.
The Uptegraph Group at Morgan Stanley offers the below suite of services:
Retirement Planning
Estate Planning Strategies
Family Wealth Planning
Financing Real Estate and Other Major Purchases
Philanthropic Pursuits
Generational Planning and Education
Location
2800 Post Oak Blvd
Ste 3200
Houston, TX 77056
US
Direct:
(713) 965-5010(713) 965-5010
Meet The Uptegraph Group
Phone:
(713) 966-2141(713) 966-2141
Curtis Deinert
Vice President, Consulting Group Analyst
Phone:
(713) 965-5078(713) 965-5078
Kimberley Gammon
Senior Registered Client Service Associate
Phone:
(713) 965-5010(713) 965-5010
Tripp Uptegraph
Financial Advisor Associate
Phone:
(713) 965-5029(713) 965-5029
Jeanna Morgan
Client Service Associate
Phone:
(713) 966-6837(713) 966-6837
About Scott Uptegraph
Scott leads the Uptegraph Group in providing advisory and financial services to high-net-worth clients, family offices, trusts, foundations, corporate executives and small business owners. Scott takes a planning-based approach to find risk adjusted solutions to meet the needs of every client in each aspect of their family financial profile.
Scott received his undergraduate degree in Economics with a minor in Finance from Texas A&M University. He is member of Second Baptist Church; a lifetime member of the Houston Livestock Show and Rodeo; TAMU century club member; a volunteer at Spring Branch Memorial Sports Association; and a past board member of the Open Door Mission. Scott and his wife, Kara, make their home in Houston with their three children.
Scott received his undergraduate degree in Economics with a minor in Finance from Texas A&M University. He is member of Second Baptist Church; a lifetime member of the Houston Livestock Show and Rodeo; TAMU century club member; a volunteer at Spring Branch Memorial Sports Association; and a past board member of the Open Door Mission. Scott and his wife, Kara, make their home in Houston with their three children.
Securities Agent: MD, WI, VA, TX, CO, MO, DC, WV, OK, MI, AL, SC, KS, ID, FL, CT, AR, OH, NE, NC, AZ, PA, OR, MS, LA, HI, GA, DE, SD, MN, MA, WA, NV, IN, IL, UT, CA, NY, NM; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1633092
NMLS#: 1633092
About Charles B Albright
Securities Agent: MI, FL, MA, AZ, TX, LA, KS, NE, NC, MO, AL, NV, CA, OK, VA, OR, NY, DC, CO, AR, TN; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1282757
NMLS#: 1282757
About Curtis Deinert
Curtis joined the Uptegraph Group in August 2017 as a Consulting Group Analyst. His responsibilities include research analysis, portfolio construction, trading, and execution of the investment models. Curtis started in the securities industry in 2007 at a retail brokerage firm. Most recently, he worked for a portfolio accounting service bureau for financial advisors. In this role he worked closely with software programmers to develop and enhance the financial reporting capabilities of the platform. Curtis graduated from the University of South Dakota with a Bachelor's of Business Administration in Finance in 2007. He lives in Houston with his wife and two children.
About Kimberley Gammon
Kim leads our administrative efforts acting as concierge to our clients. Kim serves as the starting point within the team assisting our clients with cash flow needs, the coordination of client meetings and all other administrative issues. Additionally, she works with our Operations and Compliance departments, helping to enhance the overall client experience.
Kim began working at Morgan Stanley 23 years ago and has 25 years of experience in the industry. Kim has a bachelor of Science degree in Interior Design with a minor in management from Steven F. Austin State University. She enjoys volunteering with the Houston Livestock Show and Rodeo and hiking in the great outdoors. Kim makes her home in Houston with her two sons, Grant and Jack and her rescue Rhett.
Kim began working at Morgan Stanley 23 years ago and has 25 years of experience in the industry. Kim has a bachelor of Science degree in Interior Design with a minor in management from Steven F. Austin State University. She enjoys volunteering with the Houston Livestock Show and Rodeo and hiking in the great outdoors. Kim makes her home in Houston with her two sons, Grant and Jack and her rescue Rhett.
About Tripp Uptegraph
Tripp joined the Uptegraph Group as a Client Service Associate in December 2023. His role entails supporting high-net-worth clients with various wealth management and financial planning needs. Prior to his time at Morgan Stanley, Tripp graduated from Texas A&M University in 2021, where he earned his degree in Finance and Real Estate. He currently lives in his hometown of Houston, where he enjoys golf and spending time with his wife, Mary.
Securities Agent: MS, OH, WV, SD, PA, OR, MN, FL, DE, AZ, NY, NE, VA, NV, NC, WA, TX, LA, KS, GA, DC, UT, IN, HI, CO, AL, NM, IL, SC, MD, MO, CA, WI, MI, OK, MA, ID, CT, AR; General Securities Representative; Investment Advisor Representative
Contact Scott Uptegraph
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Contact Charles B Albright
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The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Logan Mitchell, CFP®
Financial Planning Director, Associate Vice President
About Logan Mitchell
Logan Mitchell is an associate vice president and financial planning director serving Morgan Stanley Wealth Management offices in Houston-Post Oak. She is responsible for helping financial advisors with their clients' and prospects' financial planning needs.
Logan began her career in financial services as a wealth advisor associate at Morgan Stanley in 2019. She matriculated from that role to a financial advisor and joined a team managing a book of business north of $200 million. To focus on more complex financial planning strategies, she switched to her current role in 2022.
Logan graduated from Howard University School of Business with honors in 2018 and holds her CERTIFIED FINANCIAL PLANNER™ designation. She lives in Memorial City, Houston with her family. When she is not playing with her six-month-old daughter, she can be found working out, watching basketball, or spending time with her parents in Oklahoma.
DISCLOSURE:
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
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. 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.
© 2026 Morgan Stanley Smith Barney LLC. Member SIPC.
Logan began her career in financial services as a wealth advisor associate at Morgan Stanley in 2019. She matriculated from that role to a financial advisor and joined a team managing a book of business north of $200 million. To focus on more complex financial planning strategies, she switched to her current role in 2022.
Logan graduated from Howard University School of Business with honors in 2018 and holds her CERTIFIED FINANCIAL PLANNER™ designation. She lives in Memorial City, Houston with her family. When she is not playing with her six-month-old daughter, she can be found working out, watching basketball, or spending time with her parents in Oklahoma.
DISCLOSURE:
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
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. 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.
© 2026 Morgan Stanley Smith Barney LLC. Member SIPC.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
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. 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.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
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. 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.
Wealth Management
Global Investment Office
Portfolio Insights
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Iran Conflict: Seven Takeaways for Investors
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Ready to start a conversation? Contact The Uptegraph Group today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Alternative 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.
4Morgan 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 and other legal matters.
5Morgan 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
6Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Alternative 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.
4Morgan 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 and other legal matters.
5Morgan 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
6Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025), 4763067 (9/2025)
