The Cates Team - RBC Wealth Management - Albuquerque, NM
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The Cates Team - Albuquerque, NM
The Cates Team
Bill Cates
Senior Vice President - Financial Advisor,
Consulting Group
Brad Cates
First Vice President - Financial Advisor,
Consulting Group
Chris Cates, CFP®
Senior Vice President - Financial Advisor,
Consulting Group
Joseph Romero
Branch Director - Private Client Group
Vickie Zimmerman
Investment Associate
Christina Lauderdale
Registered Client Associate
6301 Uptown Blvd. NE, Suite 100
Albuquerque, NM 87110
Map & Directions

Phone: (505) 872-5917
Toll Free: (866) 998-0279
Fax: (505) 872-5900

There’s Wealth in Our Approach.™

Welcome to The Cates Team Website
As Financial Advisors, we want to build long-term relationships with our clients that transcend mere professional services. We are committed to helping our clients balance the time, energy and stress involved with managing their financial life with the time they would rather devote to family, personal careers and favorite pursuits. We work hard to try to simplify our client’s lives by providing quality service and personal attention. We are dedicated to creating a rewarding experience for our clients and their families from one generation to the next.


Exciting News!
The Cates Team is proud to sponsor the October 14th performance of Chatter Cabaret!
Casablanca at Hotel Andaluz will feature:

Brian O'Connor - Horn
Bruce Broughton - Piano
Johannes Brahms - Trio for Violin, Horn & Piano
Bruce Broughton Timeline (1945-) - Trio for Viola, Horn & Piano

Please visit the Chatter Cabaret website for more information.
 
 
The Cates Team is proud to sponsor the 2012 Corrida de Corrales 10K and 5K run.
Part of the Annual Corrales Harvest Festival - Corrida de Corrales is a must for any seasoned athlete or weekend warrior.  The course is run on the flat, shady, dirt trail along the tree-lined acequia through the heart of beautiful Corrales. 

If you would like to participate in the run please call Joe at 505-872-5930. All proceeds go to the Kiwanis Club of Corrales.

 
Our Team "The Wall Street Warriors" placed 3rd overall.
The Cates Team is proud to sponsor the 3rd annual Urban Olympics. All proceeds going to support the Amy Biehl High School Foundation.

Teams of five will compete against each other, using their brains and brawn to navigate their way through the city, taking on various Olympic-related physical and cerebral challenges along the way!
 
 
The Cates Team is a proud sponsor of the New MexiChords Barbershop Chorus.  

RBC is on the top 10 list at CNN Money for 2012.  Read the full article.

J.D. Power & Associates Ranks RBC Wealth Management Highest in Investor Satisfaction

Trophy.JPGWe are proud to share that RBC Wealth Management was ranked "Highest in Investor Satisfaction With Full Service Brokerage Firms” in the J.D. Power & Associates 2013 Full Service Investor Satisfaction StudySM. We believe this honor reflects our steadfast commitment to always putting clients’ interests first.

View press release.


Let's Take the Next Step Together

We welcome you to experience The Cates Team difference yourself. Contact us today to set up a meeting.


Contact Us


Bill Cates is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, IL, LA, MA, MD, MI, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SD, TX, UT, VA, WA, WI, WY

Brad Cates is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, IL, LA, MA, MD, MI, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SD, TX, UT, VA, WA, WI, WY

Chris Cates is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, KY, LA, MA, MD, MI, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY

Joseph Romero is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, IL, LA, MA, MD, MI, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SD, TX, UT, VA, WA, WI, WY

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.


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