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,
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.


Our Fixed Income Advantage

At RBC Wealth Management, we consider ourselves the best fixed income wealth management firm in the U.S. With a team of professionals ready to help you manage your fixed income portfolio no matter the market environment, we have the resources and the strategies to meet all of your fixed income needs. Watch our video to learn more or contact me today to discuss how we can be of service to you.


Financial Markets Commentary—UK Election: A Lose-Lose Outcome?

GlobalInsight.jpgThe rise of “minority parties” has turned the May UK general election into a complicated horse race. Britain’s continued membership in the European Union could become an open question and raise economic uncertainty in the UK and on the continent. This would almost assuredly catch the attention of global financial markets, which have yet to price in the risks, in our view. With the pieces in place for further U.S. economic growth, the soaring dollar should fly even higher for the next few years. Investors would be wise to “follow the dollar” as the rally likely spells good news for global equities.

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, 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, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, 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, 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, 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

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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