

The Medina Cale Group at Morgan Stanley

Our Mission Statement
A Shared Vision, A Common Goal
The Medina Cale Group of Morgan Stanley serves as a one-stop financial shop for all aspects of our clients' financial lives. Over time we have experienced first-hand the transition of assets from one generation to the next and have come to understand many of the complex issues that families encounter during that process. Consequently, part of our approach is to streamline the intricacies that come with managing significant wealth for you and your family.
We begin with a thorough understanding of who you are, where you are in relation to your financial goals and where you, ultimately, want to be. Taking this into consideration, we then design a financial plan to help you invest your assets in a way that reflects the life you want to live and the uniqueness of your goals. We invite you to contact us to begin your journey.
Team Recognition:
James Cale - Forbes Best-In-State Wealth Advisors 2023-2025
Disclosures:
Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
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Meet The Medina Cale Group
About Arturo R Medina
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.
NMLS#: 1268273
About James H Cale III
As a Senior Portfolio Manager of the Medina Cale Group, Jamie focuses on asset allocation and money movement, providing tailored strategies to individuals, families, and businesses. His unique approach balances superior investment results with a deep understanding of his client’s risk tolerance, goals and investment timelines. Jamie's dedication to his clients’ needs and his ability to adapt their portfolios to market conditions have earned him recognition in the financial industry, including membership in the Morgan Stanley Century Club from 2010 to 2013 and the Blue Chip Council in 2005, 2006, 2007, and 2008. He has also been recognized by Forbes magazine as one of the Best in the State of Virginia Financial Advisors 2023-2025
Jamie's career is marked by a commitment to excellence and client focused service. He finds most rewarding aspect of being a Financial Advisor is successfully managing client’s assets and helping them achieve their financial objectives. Beyond his professional achievements, Jamie is activity involved in his community, supporting various charity boards such as SPCA, Pet for Paws, and various other client influenced charities and causes. He lives in Williamsburg, VA with his wife Brie and their two children, Noah and Ella, and enjoys traveling, boating, and spending time with family.
Jamie’s connections to the Newport News/Williamsburg community run very deep. For several generations, the Newport News/Williamsburg business community has recognized his family’s significant leadership contributions.
James Cale - Forbes Best-In-State Wealth Advisors 2023-2025
Disclosures:
Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
NMLS#: 1321541
About Camela W. Steele
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. 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

Contact Arturo R Medina

Contact James H Cale III
Portfolio Insights
Retirement
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Investing
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