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

Global Insight: 2012 Outlook

In this special edition of Global Insight we look forward to 2012 and outline a few critical themes, topics, and events that should impact investment portfolios across the globe. Read Now

Exciting News!

* 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 support Club Beethoven's 9/11 performance! Click on the link below for more details.

http://www.clubbeethoven.org/calendar/11_09_11.html

* The Cates Team is also featured in the Community Leaders section of Albuquerque the Magazine September 2011 issue. See page 125.

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, AZ, CA, CO, DC, FL, GA, HI, IA, IL, LA, MA, MD, 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, 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

Chris Cates is currently registered to conduct business with residents of the following states: AK, AL, AZ, CA, CO, 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

Joseph Romero is currently registered to conduct business with residents of the following states: AK, AL, 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.