Insight-based advice

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Michael Jay Grace Profile Photo

    Michael Grace

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • CA
    • CO
    • FL
    • GA
    • IL
    • IN
    • MD
    • MN
    • MO
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OK
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA

    Mike's role as senior client relationship manager includes providing investment advice and wealth planning to the group's clients. He is responsible for analyzing clients' objectives, determining strategic portfolio allocations and monitoring investment progress.

    Mike has significant experience and success understanding and working with individuals' and families' often complex and unique situations and circumstances.

    Mike's background includes graduating with high honor from Georgia Tech's School of Management.  He completed study at the Wharton School of Business at The University of Pennsylvania attaining the Certified Investment Management Analyst (CIMA®) designation.

    Mike and his wife Leslie live in the Atlanta area. They are proud parents of three grown children.

        • Certified Investment Management Analyst®
        1200 Abernathy Road
        600 Northpark Town Center
        Atlanta, GA 30328
      • Charles Michael Johnson Profile Photo

        Charles Michael Johnson, CRPS

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • CA
        • CO
        • FL
        • GA
        • IL
        • IN
        • MD
        • MN
        • MO
        • NC
        • NJ
        • NV
        • NY
        • OH
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA

        Mike has extensive experience counseling, guiding and managing the team's clients through the constantly evolving environment of the financial markets. These clients include individuals, families, and businesses.

        One of Mike's special focuses is retirement planning. He serves as a consultant to many of our corporate clients by advising them on appropriate retirement plan strategies and structures as well as guiding trustees through their fiduciary obligations. He has attained the designation of Chartered Retirement Plan Specialist (CRPS (r)) as well as the Accredited Investment Fiduciary (AIF) which demonstrate his knowledge and competency in the areas of retirement plans and fiduciary responsibility.

        Mike is a current member of Shallowford Presbyterian Church where he serves on the churches endowment committee and is past chairman. He is an alumnus of Georgia Tech where he lettered in football and golf. He and his wife live in John's Creek.

            • Chartered Retirement Plans Specialist℠
            1200 Abernathy Road
            600 Northpark Town Center
            Atlanta, GA 30328
          • Alexandra Cogswell Profile Photo

            Alexandra Cogswell

            Senior Client Associate

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            • AL
            • CA
            • CO
            • FL
            • GA
            • IL
            • MD
            • NC
            • NY
            • OH
            • OK
            • SC
            • TN
            • TX
            • VA

            Having spent most of her professional career in the investment industry, Alexandra enjoys the opportunity to spend a large percentage of her time with client facing administrative and operational responsibilities.

            Her prior experience includes serving as the Branch Administrator for a large financial services firm in Atlanta, GA.  In that role, Alexandra supervised the training and daily activities of the sales support staff, and handled the branches technology and human resources requirements.

            Since that time, she has focused her efforts and skills on developing and delivering a "concierge" level of service to the team's clients and their families.  Alexandra serves as their primary administrative resource.

            She is a graduate of Emory University in Atlanta.  Alexandra's time outside of work is occupied with her three growing children, James, Caroline and Reid.

             

             

                  1200 Abernathy Road
                  600 Northpark Town Center
                  Atlanta, GA 30328

                The Year Ahead - Sustainable Investing

                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

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