The Rose/Cates Group
At Advocate Capital, Inc., we understand the important work that trial lawyers do on behalf of their clients. Achieving the justice that plaintiffs deserve and the resources they need for recovery often requires the collaborative effort of financial experts. Advocate Capital, Inc. friends and Special Needs Trusts experts, The Rose/Cates Group focuses on the special needs of victims who are incapacitated by providing insight, options and information for special needs plaintiffs during the litigation process and long after the battle is over through the Global Wealth Management Group Merrill Lynch.
Roxane Rose, Vice President, Wealth Management Advisor, CFM, CSNA provides key insights on the special needs sector to attorneys across the country, enabling them to best represent their clients. Her experience and expertise with special needs victims gave her a role in largest judgment ever handed down in the state of Texas. She is also a past president of the Arc of Dallas where she spends time advocating for the rights of those with intellectual and developmental disabilities.
Sean Cates, Financial Advisor, CSNA is committed to helping the complex planning needs of special needs families and holds the Merrill Lynch Certified Special Needs Advisor (CSNA) designation. He also holds the Series 7 and 66, securities licenses. His approach to wealth management is consultative and objective, with a commitment to excellence and exemplary client service. Sean is a board member of Especially Needed and an active volunteer with numerous charitable organizations.
If you’re looking for someone with expertise, experience and passion to work with you on a case involving a special needs plaintiff, click here to learn more about the Rose/Cates Group.
Senior Vice President, Advocate Capital, Inc.