Financial advisors Jacey Cosentino and Chesley Allegri, with The Radcliff-Schatzman Group at Morgan Stanley, share a passion for helping their clients build purposeful wealth through sustainable asset management. Their approach helps enable clients of all account sizes to align impact and financial objectives to drive positive environmental, social and governance (ESG) outcomes.

“We believe capital creates change. Now more than ever we need all investors to work together and choose to support the companies that have the health and well-being of our planet and all her inhabitants in mind when designing, manufacturing and selling their products and services,” says Cosentino.

Leveraging their market position as a leading Wealth Management firm, Morgan Stanley works in collaboration with their clients (individuals, endowments and institutions) to identify an individualized solution, whether it be implementing a completely activated or partially activated sustainable investment portfolio across asset classes. Gender diversity, corporate transparency, environmental awareness and
cruelty-free initiatives are some of the areas that can be positively impacted when designing a portfolio with purpose. 

Cosentino says, “No matter your goals or objectives, we are here to help you align your investments with your values. You can do well while doing good.”

Locations: 11 N. Water St., Ste. 16290, Mobile, AL and 850 S. Palafox St., Ste. 200, Pensacola, FL. For more information, call 251-470-1081 or 850-470-8033.