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

RBC Investment Strategy Weekly

Haiti Donations Are Tax Deductible For 2009
There is still time to make charitable contributions to the Haiti earthquake relief efforts and take the deduction from 2009 taxes. In hopes of encouraging more donations, President Obama recently signed a bill which allows Haiti donations made by the end of February to be deducted from 2009 returns.

RBC Wealth Management is dedicated to responsible corporate citizenship. Our stewardship mission extends beyond serving the best interest of our clients, to having a positive impact on communities, employees and the environment. As proof of this commitment, RBC contributed $100,000 to the Red Cross Haiti Earthquake Relief Fund.

RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.

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, TN, TX, UT, VA, WA

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.