The Medina Partin Weiss Group at Morgan Stanley

Home
United States
Palm Harbor, FL
The Medina Partin Weiss Group at Morgan Stanley

Call Directions Website

Financial Advisors with The Medina Partin Weiss Group at Morgan Stanley.

The Medina Partin Group at Morgan Stanley was founded upon the shared values of helping people first. Charles Medina
NMLS #: 1282919
CA Insurance License # 0I56648
AR Insurance License # 16979732
Bo Partin
NMLS #: 1312695
CA Insurance License # 0I68403
AR Insurance License # 169395103

11/03/2026

AI is making it harder to rely on what looks or sounds familiar. A call from a loved one, an investment opportunity online or even a search result may not be what it seems.

I encourage clients to verify unexpected requests through a trusted channel and be skeptical of urgency. Simple habits can help protect you and your accounts.

Discover how cybercriminals are using AI, along with practical steps that can help you protect yourself. Start with these three tips, then read the full article to learn what else to watch for and how to respond. https://livesocial.seismic.com/aKc-nf

10/26/2026

The AI era is moving into the physical world—and Morgan Stanley Research is helping investors understand what comes next.

In The Robot Almanac, Morgan Stanley's new 8-part video series, we explore robotics, physical AI, and the market forces that could reshape the global economy. Our forecast: the AI robotics market could reach $25 trillion in annual product revenues by 2050.

Watch the first episode: https://livesocial.seismic.com/aH98z_

These trends raise important questions for portfolios and long-term investment strategy. Are you ready? Let's talk about what this next wave of innovation could mean for you.

09/23/2026

Saving for your loved one's future can feel overwhelming. Let's simplify it together with a 529 strategy designed around you.
https://livesocial.seismic.com/azQNrw

09/07/2026

Happy Labor Day! Today, we honor the contributions and achievements of laborers in the United States.

09/01/2026

From his early days in the NFL to life beyond the game, NFL Pro Hall of Famer Larry Fitzgerald Jr. knows what it takes to build a successful career and the team to support it. Larry shares his lessons on planning, discipline and legacy, and how you can use them to build your future. If you're thinking about your next steps, let's talk.

08/24/2026

A strong financial plan needs to adapt as your goals evolve. This article highlights five ways we can work together on your financial plan. https://livesocial.seismic.com/EPnFo https://livesocial.seismic.com/a6uMUt

08/17/2026

What would a multi-year health care need mean for your finances and portfolio? Explore planning considerations. https://livesocial.seismic.com/aOL-vV

08/09/2026

Our commitment to our clients begins with a commitment to continuous learning.

Recently, Bo and Bryan attended the Morgan Stanley Advisor Growth Summit, where they joined advisors from across the firm to explore new ideas, discuss industry trends, and learn about innovations shaping the future of wealth management.

One area that generated meaningful discussion was AI and the ways technology can help advisors work more efficiently while allowing more time for personalized guidance and lasting client relationships.

We are excited to bring these insights back to our team as we continue helping our clients pursue their financial goals with confidence!

08/04/2026

From romance scams to grandparent scams, fraudsters are devising tactics to defraud senior citizens. Find out how to start a conversation that could protect your loved one's sensitive information and assets in this article. https://livesocial.seismic.com/a51BEq

07/27/2026

If you're considering upcoming milestones like buying a home or retiring, a mid-year check in on your financial plan may be beneficial. This checklist can help. https://livesocial.seismic.com/avUwEm

Address

4114 Woodlands Parkway
Palm Harbor, FL
34685

Telephone

+17277734624

Website

https://advisor.morganstanley.com/the-medina-partin-group

Alerts

Be the first to know and let us send you an email when The Medina Partin Weiss Group at Morgan Stanley posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.