John Cates in

John Cates

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Private Wealth Advisor at McDonald Partners
📍 United States

John Cates is a Private Wealth Advisor at McDonald Partners, specializing in comprehensive financial strategies for high-net-worth individuals and families. His background includes roles in private banking, business development, and life insurance, supported by a B. A. from Michigan State University and multiple industry certifications, including as a Registered Representative.

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Experience
6 Years
Current Role
Private Wealth Advisor
Job Level
Senior
Location
United States
Personality Overview

How John shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics John cares about

Wealth Transfer
Has extensive experience designing and implementing best-in-class wealth transfer and estate planning strategies from his time at Vanbridge and TDC Life.
Private Banking
Previously served as Director of Private Banking, where he was responsible for leadership, strategic vision, and product development for the business line.
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Career

Work history

5-2025
Private Wealth Advisor
McDonald Partners
11-2024 - 5-2025
Registered Representative
The Leaders Group, Inc.
10-2024 - 5-2025
SVP, Business Development and Distribution
Vanbridge, an EPIC company
7-2019 - 9-2024
Life Insurance Client Advisor
TDC Life
7-2019
Vice President - Director of Private Banking
The State Bank and Trust Company
In the press

Media appearances

John Cates - The Team - McDonald Partners. Featured in McDonald Partners
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Education
2005 - 2009
B. A.
Michigan State University
2001 - 2005
High School Diploma
Onsted Community High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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