Michael Grace, CIMA®

Michael Johnson CRPS^®, QPFC is a Senior Vice President and Financial Advisor at Morgan Stanley. Mike’s focus is financial planning for executives, professionals and business owners. He has extensive experience guiding clients through the constant shifts of the financial markets, as well as navigating their evolving financial needs. He builds toward successful financial outcomes by creating a customized financial plan for each client. But he doesn’t do this alone. An athlete from a young age, Mike learned the importance of teamwork early—and today he recognizes the value of our team in addressing his clients’ goals and concerns.

Mike is a consultant to many of our corporate clients, advising them on appropriate retirement plan strategies and structures and guiding trustees through their fiduciary obligations. He holds the Chartered Retirement Plans Specialist (CRPS^®) designation, Qualified Plan Financial Consultant (QPFC), as well as a Corporate Retirement Director designation, two indicators of his deep knowledge of retirement plan issues and fiduciary responsibilities.

A graduate of Georgia Tech, he lettered in both football and golf while a student there.

Mike and his wife, Sandy, live in John’s Creek, where he likes to golf and is an active member of Shallowford Presbyterian Church.

Zac Green is a Financial Advisor with The Caliber Group. Zac’s focus is helping individuals, families, and business owners navigate complex financial decisions while building strategies designed to support their long-term goals. He works closely with clients to understand their priorities and develop personalized financial plans that adapt as their lives and financial needs evolve. Zac earned a Bachelor of Arts in Economics from Lafayette College.

Prior to joining The Caliber Group, Zac built a diverse background across business development, financial planning, and advisory services. He began his career with Power Design, Inc., where he negotiated electrical subcontracting agreements for large-scale multifamily housing developments on the West Coast, often ranging from $100 million to $500 million in project size. He later transitioned into wealth management as a Financial Consultant with IRC Wealth in Atlanta, where he helped manage approximately $100 million in client assets, deliver comprehensive financial planning, and helped launch the firm’s corporate retirement plan division.

Zac also founded an independent consulting and advisory practice focused on exit and succession planning for closely held businesses. In that role, he worked with business owners to better position their companies for a future sale by strengthening valuation drivers such as recurring revenue models, strategic mergers and acquisitions opportunities, and intellectual property protection.

Zac joined The Caliber Group in January 2024 as Director of Business Development, where he focused on cultivating new client relationships and supporting the team’s existing client base. After a year in that role, he transitioned into his current position as a Financial Advisor.

Originally from East Cobb, Georgia, Zac now lives in Chamblee with his girlfriend Megan and their dog Coco. He is actively involved in the community through organizations including Atlanta Mission and World Wildlife Fund. Zac also serves on the Southeastern Advisory Board of Trustees for Lafayette College and is President of the Lafayette College Atlanta Alumni chapter.

Outside of work, Zac enjoys attending live music concerts with family, hiking with Megan and Coco, traveling internationally each year, playing chess, and completing the New York Times Sunday Crossword. He is also a season ticket holder for Atlanta United FC and regularly attends games.

Mary Lucy is a Financial Advisor with the Caliber Group at Morgan Stanley. Her financial services career began with an internship that led to a job offer from UBS in 2010. She stayed in the industry because she appreciated how she could help clients move past the anxiety of the times and have confidence in their financial future. Mary Lucy joined Morgan Stanley in 2024 with the broader team.

At the start of her working life, Mary Lucy learned the importance of integrity, commitment and excellence. When, in her senior year of college, she founded a babysitter placement agency serving families in Greenville, SC, trust and credibility were critical to doing business. She sees a parallel to the high degree of trust required in the wealth management industry.

Today, Mary Lucy’s primary focus is to assist in building customized financial plans. As part of your wealth management team, she sees her role as helping you create the life you want, pursue your dreams, and protect your loved ones.

Mary Lucy has her bachelor’s degree in business administration from Furman University and holds her Series 7 and 66 securities licenses.

Beyond the office, Mary Lucy continues to work toward protecting opportunities for others. She served on the Board of Safe Harbor, a Greenville-based nonprofit that benefits domestic abuse victims. She helped raise over $120,000 at their 2018 fundraiser, Fashion with a Passion. She has also been involved with the Salvation Army Women’s Auxiliary and the United Way of Greenville County.

An avid traveler, she has been on safari in Kenya and hiked Machu Picchu in Peru. When she’s not putting her passport to use, Mary Lucy enjoys time with family and friends, reading, running, hiking and skiing.

Alexandra Cogswell is a Senior Client Service Associate with the Caliber Group at Morgan Stanley. Alexandra is a skilled multitasker. For much of her career in the investment industry, she has been responsible for client relations, as well as administrative and operational tasks.

She started her career in the financial services industry in 1984, working in marketing for a savings and loan bank that offered brokerage services through its branches. In another prior role as a branch administrator, Alexandra supervised the training and daily activities of the sales support staff, while also handling the branch’s technology and human resources requirements.

Since joining UBS in 2012, Alexandra has focused her skills on developing and delivering a “concierge” level of service to the team’s clients and their families. In 2024, she joined Morgan Stanley with the broader team where she continues to serve as their primary administrative resource.

A graduate of Emory University in Atlanta, Alexandra holds her Series 7, 24, and 63 securities licenses.

With the youngest of her three children now in their twenties, Alexandra is busy with home improvements. She enjoys photography, sports, travel and her pets. She also spends time volunteering for a variety of events, including activities involving Ronald McDonald House and the Children’s Restoration Network.