The Medina Partin Weiss Group at Morgan Stanley

The Medina Partin Weiss Group at Morgan Stanley 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

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

Our commitment to our clients begins with a commitment to continuous learning.Recently, Bo and Bryan attended the Morgan...
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!

From romance scams to grandparent scams, fraudsters are devising tactics to defraud senior citizens. Find out how to sta...
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

If you're considering upcoming milestones like buying a home or retiring, a mid-year check in on your financial plan may...
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

07/21/2026

If one of their grandchildren emailed saying they needed emergency money wired to a new account right away, would your loved one send it without verifying? Watch this video to learn about common scams targeting the elderly, and let me know how I can help answer your questions about cybersecurity best practices.

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