The Cates Team - RBC Wealth Management

The Cates Team

Bill Cates

Senior Vice President - Financial Advisor,
Consulting Group

Brad Cates

First Vice President - Financial Advisor,
Consulting Group

Chris Cates, CFP®

First Vice President - Financial Advisor,
Consulting Group

Joseph Romero

Financial Advisor

Vickie Zimmerman

Investment Associate

Christina Lauderdale

Registered Client Associate

Bulletin Board

Markets Get a Reality Check

Equity investors face substantial two-way risks. Policy decisions and politics could take markets in either direction by year end. This warrants “neutral” market exposure. Read the full financial markets commentary as well as asset-class views and key forecasts in the latest edition of Global Insight.

Stewardship: Lessons Learned from the Lost Culture of Wall Street

A new book by John G. Taft, CEO of RBC Wealth Management-U.S.
The last four years have been challenging for many of us. Now it is time for something constructive to come from it. John Taft’s new book offers an insider’s perspective of the crisis, a detailed analysis of what went wrong, and a thoughtful overview of lessons learned. It is also forward looking, helping us prepare for future uncertainties both in the financial markets and on a global level. We believe Taft’s wise observations and innovative ideas will help restore confidence and renew our shared hope. To learn more about the book, we invite you to visit the book website.

Exciting News!

* 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!

Our Team "The Wall Street Warriors" placed 3rd overall.
* The Cates Team is proud to sponsor the New MexiChords Barbershop Chorus.
                                           www.newmexichords.com
* Congratulations to our friend Harvey White MD, for the dedication and opening of his new practice "Vessel Health"
                                            www.vesselnm.com

* Congratulations to our friend Wryan Capps and his partners on their new practice Axion - Certified Public Accountants and Business Advisors LLC

www.axiomnm.com

* RBC is on the top 10 list at CNN Money for 2012. Click on article below to read more.

http://money.cnn.com/galleries/2011/pf/1112/gallery.best-stocks-investing.fortune/10.html

* The Cates Team is proud to sponsor the New Mexico Symphonic Chorus concert.

                                                          IN PRAISE OF SPRING
                                      April 14, 2012 at Cathedral Church of St. John, 6 pm

                                              http://nmschorus.org/inpraiseofspring.html

Value Statement

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.

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, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SD, TX, UT, VA, WA, WI, WY

Brad 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, KS, LA, MA, MD, MI, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SD, TX, UT, VA, WA, WI, WY

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

Joseph Romero is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, IL, KS, LA, MA, MD, MI, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, 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.