The Cates Team - RBC Wealth Management - Albuquerque, NM
Skip Header Navigation

The Cates Team - Albuquerque, NM
The Cates Team
Bill Cates
Senior Vice President - Financial Advisor,
Senior Consulting Group
Brad Cates
Senior Vice President - Financial Advisor,
Senior Consulting Group
Chris Cates, CFP®
Senior Vice President - Financial Advisor,
Senior Consulting Group
Joseph Romero
Associate Vice President,
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.


Congratulations to Jim Furyk on Winning the RBC Heritage

We are very proud to have Jim Furyk as a Team RBC golfer and as an RBC Wealth Management client. Check out the video below to hear Jim’s thoughts on success, why having a plan is vital in both golf and wealth management, and why he appreciates the personal touch here at RBC.

 


Financial Markets Commentary: Getting Past Greece

GlobalInsight.jpgGreece’s call for a referendum on whether to accept its creditors’ terms has shaken markets. While a correction could play out over weeks or months we think the day will be carried by the strengthening of most of the world’s developed economies led by the U.S. Read the full economic outlook in the latest edition of Global Insight. You may also be interested in:


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, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, 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, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SD, TN, 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, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, 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: AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, 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.


pp:9373 mp: 3