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 Smitherman
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

Small Town Services with Global Resources

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 along with the RBC Grant Foundation awarded $7500 to Joy Junction and $7500 to the Boys and Girls Club of Central NM.
 
The Cates Team and Presbyterian Hospital
The Cates Team is proud to be a sponsor of the Presbyterian Healthcare Foundations 2013 "Laughter is the Best Medicine" event on August 24th 2013.
 
The Cates Team and the Lobo Club
The Cates team is proud to be a sponsor of the 2013 Lobo Club Howl event that will take place on August 23rd 2013.
 
Chrissy Lauderdale Welcomed a New Baby
Chrissy Lauderdale and her husband welcomed a new addition to their family. Max Jameson was born on June 2nd 2013 at 7 pounds 13 ounces and 20 inches. 
 
The Cates Team is proud to sponsor the Albuquerque Community Foundation!
Please visit Albuquerque Community Foundation website for more infromation.
 
The Cates Team is proud to sponsor the October 13th performance of Chatter Cabaret!
Please visit the Chatter Cabaret website for more information.
 
The Cates Team is proud to sponsor the 2013 Corrida de Corrales 10K & 5K run Sept. 29th 2013.
All proceeds go to support Kamp Kiwanis.
 
The Cates Team is a proud sponsor of the 4th annual Urban Olympics.
All proceeds going to support the Amy Biehl High School Foundation. 
 
The Cates Team is a proud sponsor of the New MexiChords Barbershop Chorus.  


Financial Markets Commentary: Dollar Awakening

The return to higher, conventional interest rates should be the biggest game changer in years for bonds, stocks, and currencies. The greenback seems like it’s already embarking on a multi-year period of outperformance. Read the full financial markets commentary, as well as asset-class views and key forecasts, in the latest edition of Global Insight.


It's All About Staying Connected
Thank you for trusting us as your wealth management partner.  Our commitment to you goes beyond sharing our knowledge and expertise.  If you are not currently a client feel free to contact us and 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, MN, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SD, TX, UT, VA, WA, WI, WV, 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, MN, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SD, TX, UT, VA, WA, WI, WV, WY

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

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