The Cates Team - RBC Wealth Management

The Cates Team

Bill Cates

Senior Vice President - Financial Consultant, Consulting Group
Brad Cates

First Vice President - Financial Consultant, Private Client Group
Chris Cates, CFP®

First Vice President - Financial Consultant, Private Client Group
Joseph Romero

Senior Financial Associate
Vickie Zimmerman

Investment Associate
Christina Lauderdale

Registered Client Associate

Bulletin Board

Prevailing Over the Aftershocks

Following the earthquake that struck financial markets in late 2008 and early 2009, initially economic growth surged and stock markets soared. However, after an earthquake occurs, aftershocks tend to roll though the landscape. Recently, financial markets have experienced the first meaningful aftershock since the big earthquake with risks associated with Europe’s debt crisis jolting global equity markets in May. Europe’s fiscal challenges have the potential to create more volatility for the stock market and other aftershocks could surface if the U.S. economy weakens. To learn how RBC Wealth Management analysts believe investors can more effectively prevail over additional aftershocks, read the latest Private Client Research Group Quarterly Strategy Report.

Value Statement

As Financial Consultants, 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, ID, IL, KS, MI, MO, MS, NC, NE, NJ, NM, NV, NY, OK, OR, PA, SD, TX, UT, VA, WA, WI

Brad Cates is currently registered to conduct business with residents of the following states: AZ, CA, CO, FL, GA, HI, IA, IL, KS, KY, MA, MD, MT, NE, NM, NV, NY, OK, SC, SD, TN, TX, UT, VA, WA, WV

Chris Cates is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, FL, GA, HI, IL, LA, MA, MD, MI, NC, NM, NY, OH, OR, PA, 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.