Access to the Private Banking Group National Sales Team (“PBG NST”)

A core part of Morgan Stanley’s approach to Wealth Management is to offer clients a comprehensive suite of cash management and lending solutions. With a holistic view of clients' finances and the support of our skilled PBG National Sales Team (Private Bankers, Associate Private Bankers, UHNW Specialists, and Cash Management Specialists), Financial Advisors can help clients integrate their day-to-day financial needs with their long-term investment ambitions. Whether a client is applying for a loan, refinancing a mortgage or setting up online bill pay, the PBG National Sales Team can help create a simpler and easier financial life for Morgan Stanley Wealth Management clients.

About Me

Robert Mickler is a Private Banker serving Morgan Stanley Wealth Management branches in Florida and Georgia.

Robert began his career in financial services in 1991. Prior to joining Morgan Stanley in 2014, he held a number of positions with Merrill Lynch, most recently as a Resident Manager and Wealth Management Banker in the Global Wealth Management organization.

Robert graduated from Villanova University with a Bachelor of Science in Finance. He resides in Jacksonville, Florida, with his wife and family. During his free time, Robert is a member of Theatreworks, Inc.’s Board of Directors, coaches youth soccer and enjoys playing golf, reading and travel.

About Me

NMLS# 801664

Tracie Lumpiesz is an Associate Private Banker serving Morgan Stanley Wealth Management branches in Central-North Florida.

Tracie began her career in financial services in 1999. Prior to joining Morgan Stanley in 2010, Tracie was a Wealth Management Banker at Merrill Lynch.

Tracie graduated from Penn State University with a Bachelor of Science in Finance and earned a Master of Finance from Boston University.

Outside of the office, Tracie enjoys staying active and spending time with her family, especially her nephews. She is an avid sports fan, especially hockey and football. Tracie currently resides in Middleburg, FL with her dog Sadie.
NMLS#: 801664
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