Robert Gleckler
My Mission Statement
My Story and Services
Cognizant that financial decisions can be stressful, Robert takes a personalized approach to help alleviate client concerns, allowing them to focus on their personal and professional lives. He strives to maintain exceptional time management and communication standards, helping clients navigate the intricacies of their financial decisions while pursuing their current and future goals as effectively and efficiently as possible.
Robert’s extensive advisory experience is reflected in his long tenure at J.P. Morgan, where he launched his career in 2007. He earned a B.B.A. in Finance from Hofstra University. He holds the FINRA Series 6, 7, 63 and 66 securities licenses.
Robert lives in Rockville Centre, NY, with his wife, Erin, and their sons, Hudson and Holden. He is active in his community as a coach for a local youth hockey organization. In his spare time, he enjoys playing hockey and golf, as well as traveling with his family.
WEALTH PLANNING FOR YOU
Effective wealth planning starts with understanding your goals, values, and long-term vision. I take a comprehensive, personalized approach to your financial life – from investments and cash flow to retirement and beyond – ensuring each element works together seamlessly. By combining advanced digital tools with tailored advice, I help you design a clear, actionable strategy that supports every stage of your financial journey.
LifeView is Morgan Stanley's dynamic digital planning platform built to create customized, goal-based strategies, By integrating every aspect of your financial life – from investments to retirement – LifeView helps ensure your plan stays aligned with your long-term objectives.
When and how you withdraw assets can have a lasting impact on your financial future. We develop tax-aware withdrawal strategies designed to help minimize liabilities, preserve wealth, and optimize your portfolio for long-term growth and stability.
As retirement approaches, our team works with you to build strategies that provide reliable income, maintain financial security, and give you confidence for the years ahead. Our focus is on keeping you on track – before, during, and throughout retirement – so you can enjoy the lifestyle you've envisioned.
At Morgan Stanley, we take the time to understand what matters most to you. Together, we create a customized plan that helps you pursue your goals with clarity and confidence.
INSIGHTS AND PERSPECTIVES
Informed financial decisions begin with access to clear insights and timely information. Our investor resources are designed to simplify complex market topics and provide meaningful perspective – helping you better understand today's environment while preparing for tomorrow's opportunities.
Each week, Lisa Shalett and the Global Investment Committee share timely commentary on market trends, asset classes, and the key factors shaping global investing.
Gain in-depth analysis from Morgan Stanley thought leaders covering equities, fixed income, monetary policy, and more. This report keeps you informed about what's driving the markets today – and what may be ahead.
Join Mike Wilson and other Morgan Stanley strategists as they discuss the latest market developments, explore emerging trends, and share actionable insights for investors.
Understanding tax policy is an essential part of effective financial planning. The 2025 Tax Tables provide timely updates to help you make informed decisions and stay aligned with your long-term goals.
SIMPLIFYING YOUR FINANCES
At Morgan Stanley, we recognize that every client and family has unique financial needs that call for thoughtful strategies and personalized attention. Our goal is to help simplify your financial life by integrating cash management and lending solutions that complement your broader investment plan and support your long-term objectives.
We offer a comprehensive suite of cash management and lending strategies designed to align with your investments and simplify your day-to-day financial decisions.
Through your Morgan Stanley Brokerage Account, you can take advantage of our competitive Preferred Savings Program – designed to make your idle cash work harder for you while keeping it easily accessible.
The CashPlus Brokerage Account offers a modern approach to managing your finances. Enjoy streamlined bill pay, fund transfers, and everyday banking benefits – all with the convenience of being directly connected to your Morgan Stanley relationship.
Explore a variety of competitive CD options that can help you grow your savings with the security of a fixed rate.
Borrowing can play a key role in a well-rounded financial plan. We work with you to develop borrowing strategies tailored to your goals – helping you access liquidity and manage cash flow in a smart, strategic way.
Supporting a loved one's home purchase can be both meaningful and financial complex. We offer guidance and solutions to help make that goal achievable – empowering you to assist your overall financial plan.
DIGITAL INNOVATION
Digital innovation continues to transform how we live, work, and manage our finances. Morgan Stanley's suite of digital tools is designed to simplify and enhance your financial life – helping you stay connected, informed, and confident in every decision you make.
Easily manage your investments and day-to-day finances in one secure, centralized platform. Morgan Stanley Online offers real-time access to account information, performance insights, and more -anytime, anywhere.
Get a complete, 360 view of your financial world by linking both Morgan Stanley and external accounts. Total Wealth View supports smarter planning, deeper insights, and more personalized guidance.
Using advanced, institutional-grade analytics, the Portfolio Risk Platform evaluates exposures, models scenarios, and helps you better understand portfolio risk – empowering you to make more informed, forward-looking decisions.
Securely store, organize, and share important documents – such as statements, tax filings, and authorizations – through our encrypted Digital Vault. This tool provides convenient, anytime access to critical information for both you and your Financial Advisor.
Client Service Team
Beyond her professional career, Tracy is dedicated to giving back to her community through her volunteer work with Horeseability, where she has spent the past nine years helping children with disabilities experience the joy of therapeutic horseback riding.
Originally from Rhode Island, she moved to NY in 2008 and currently resides in Queens with her husband and two sons. In her free time, she enjoys spending time with her family, playing volleyball, reading, visiting the beach, and traveling to see friends and family.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
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.
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.
3Morgan 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.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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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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.
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