Welcome

We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
Services Include
  • Asset Management1
  • Estate Planning Strategies2
  • Financial Planning3
  • Planning for Education Funding4
  • Wealth Management5
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

701 Town Center Dr
Suite 902
Newport News, VA 23606
US
Direct:
(757) 873-3300(757) 873-3300
Toll-Free:
(800) 338-8948(800) 338-8948

Meet The Medina Cale Group

About Me

Art Medina’s financial services career began in 1984 as a branch office wire operator with Merrill Lynch where he quickly established himself as an insightful Financial Advisor. He began forming long-lasting client relationships while simultaneously working his way through successive managerial positions, including Operations Manager, Branch Manager, Compliance Officer, and Professional Development Center Manager. In 2000, Art joined Legg Mason, a predecessor to Morgan Stanley. He became a partner with the Cooper Medina Cale Group in 2003, which became the Medina Cale Group at Morgan Stanley in 2010.

Art has received numerous achievement awards, including membership in the Morgan Stanley Century Club in 2011, 2012, and 2013, the Smith Barney Hispanic Council in 2007, and the Blue Chip Council in 2006, 2007, and 2008. Art grew up in El Paso, Texas, and spent eight years traveling the world with the Navy before joining Merrill Lynch. He is married, with five children.
Securities Agent: VA, WA, TX, SC, PA, OR, NY, NJ, NC, MS, MI, ME, MD, MA, KY, IL, GA, FL, DE, DC, CA, AK; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 1268273

About Me

James (Jamie) Cale’s financial career began in 1998 as an intern for Marc Cooper, founder of the Cooper Bonnewell Group at Legg Mason. While attending Christopher Newport University, Jamie trained under Marc to learn all aspects of securities trading. Jamie developed astute skills in technical money management and investment strategy.

Jamie graduated with a Bachelor of Science degree in Business Administration in 2002 and, only one year later, had worked his way to a partner position with the Cooper Bonnewell Group.

As Portfolio Manager of the Medina Cale Group, Jamie focuses on asset allocation and money management. He develops personalized investment strategies that are designed to balance risk versus reward. This is achieved once the team has a clear understanding of the client’s risk tolerance, goals, and investment timeframe.

Jamie has received numerous achievement awards, including membership in the Morgan Stanley Century Club in 2010, 2011, 2012, and 2013 and the Blue Chip Council in 2005, 2006, 2007, and 2008.

Jamie’s connections to the Newport News community run very deep. For several generations, the Newport News business community has recognized his family’s significant leadership contributions. Presently, Jamie serves on the Port Warwick Foundation as a board member and is the Chairman of the Port Warwick Summer Concert Series.
Securities Agent: VA, TX, WA, SC, PA, OR, NY, NJ, NC, MS, MI, ME, MD, MA, KY, IL, GA, FL, DE, DC, CA, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1321541

About Me

Camela Steele is a Senior Registered Associate with almost 22 years of experience in the financial services industry, 19 of which have been supporting the Medina Cale Group. Her primary focus is on strategic operational and administrative support.

Camela graduated from East Carolina University, where she received a degree in Business Administration with a concentration in Marketing. She began her career in management at Walt Disney World before moving into the world of finance in the back office of Legg Mason, a predecessor to Morgan Stanley. For several years, she provided staff support for the Legg Mason branches. She specialized in retirement services after spending a year in the premier banking department.

Today, Camela runs the back office of the Medina Cale Group. One of her major roles is to track, organize, and manage the reports that are prepared for their clients, as well as to troubleshoot and help to solve any kind of client issue that may arise. Her disciplined approach and significant experience allows the Medina Cale Group to remain proactive with their clients, ensuring a superior level of client care.

Camela is married with two sons and is very active with their baseball leagues. She is a sustaining member of the Junior League of Hampton Roads. An avid sports fan, Camela enjoys watching collegiate sports.


camela.w.steele@morganstanley.com
757-597-9609
Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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Consolidate Your Cash at a Competitive Rate

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2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
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Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
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Your Financial World. On the Go.

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With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact The Medina Cale Group today.
Market Information Delayed 20 Minutes
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

2Morgan 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 and other legal matters.

3Morgan 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.

4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

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The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable 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.

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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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