Bill Cates

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

505-872-5909

Brad Cates, CIMA®

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

505-872-5912
Email |

Chris Cates, CFP®, CRPS®

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

505-872-5910
Email |

Joe Romero, AWM, RICP®

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

505-872-5930
Email |

Katherine Copps, RICP®

Registered Client Associate

505-872-5919

John J Kapuranis

Registered Client Associate

505-872-5918

Monica Villa

Registered Client Associate

505-872-5917

Our mission

The Cates Team at RBC Wealth Management combines the talents and abilities of individuals with over 65 years of financial services experience. We draw on that experience to help our clients realize their financial goals through the design, implementation, and monitoring of a sound financial plan. A primary focus of our practice is a disciplined investment process that employs a holistic approach to long-term wealth management. We believe it is essential to understand our client’s needs and desires and to build working relationships based on trust and integrity. Our ultimate goal is the creation of financial security for our clients.