The Cates Team - RBC Wealth Management -

rbcwealthmanagement.com

Important information
Sign in

The Cates - Romero Team

Home
About
Wealth planning
Retirement
Investment
Offerings
- Advantages of credit
- Insured solutions
Resources & insights
Contact

- rbcwealthmanagement.com
Sign in Important information
Home
About
Wealth planning
Retirement
Investment
Offerings
- Advantages of credit
- Insured solutions
Resources & insights
Contact

This blog is no longer available. Click here to go back to the Blog page

Brad Cates, NMLS # 2028341, and Joe Romero, NMLS # 1980706 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Brad Cates, NMLS # 2028341, and Joe Romero, NMLS # 1980706 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Brad Cates, NMLS # 2028341, and Joe Romero, NMLS # 1980706 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Brad Cates, NMLS # 2028341, and Joe Romero, NMLS # 1980706 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Brad Cates, NMLS # 2028341, and Joe Romero, NMLS # 1980706 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Brad Cates, NMLS # 2028341, and Joe Romero, NMLS # 1980706 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Brad Cates, NMLS # 2028341, and Joe Romero, NMLS # 1980706 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Brad Cates, NMLS # 2028341, and Joe Romero, NMLS # 1980706 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

The Cates - Romero Team

Phone: 505-872-5909
Toll-Free: 1-866-988-0279

Bill Cates

Senior Vice President - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus

Phone: 505-872-5909

Brad Cates, CIMA®

Managing Director - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus,
Institutional Consulting Group

Phone: 505-872-5912

Chris Cates, CFP®, CRPS®

Managing Director - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus,
Institutional Consulting Group

Phone: 505-872-5910

Joe Romero, AWM, RICP®

Senior Vice President - Branch Director,
Financial Advisor,
Senior Portfolio Manager - Portfolio Focus

Phone: 505-872-5930

Katherine Copps, RICP®

Senior Registered Client Associate

Phone: 505-872-5919

Monica Villa

Senior Registered Client Associate

Phone: 505-872-5917

Kailee Ramirez, CRPS®

Registered Client Associate

Phone: 505-872-5924

Zach Moya

Registered Client Associate

Phone: 505-872-5908

Address

Albuquerque
6301 Uptown Blvd. NE, Suite 100
Albuquerque, NM 87110
View on map

Privacy & Legal

Privacy & security
Legal & disclosures
Terms & conditions
Business continuity plan
Statement of Financial Condition
Advertising and cookies

Royal Bank of Canada Website, © 2009-2025
© 2025 RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE / FINRA / SIPC