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BCG Private Wealth Management

Private Wealth Advisors
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Bringing Clarity and Balance to what Matters Most

At BCG Private Wealth Management, we seek to provide clarity and balance to what is most important to you. We listen deeply to the story of your family. We seek to uncover the goals, desires and character of your life that are often overshadowed by the enormous complexity of your personal and professional success. As a result, we help you simplify your financial life while you realize the outcomes that matter most to you and your family.

Meet the Team

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.

Suzanne G. Bledsoe

Suzanne G. Bledsoe

Senior Vice President

Private Wealth Senior Consultant

Lisa Ray Premo

Lisa Ray Premo,

Senior Vice President

Private Wealth Advisor

Michael L. Rogers

Michael L. Rogers,

Senior Vice President

Private Wealth Advisor

William Van Smith Jr.

William Van Smith Jr.,

Senior Vice President

Private Wealth Advisor

Robert C. Ziegler

Robert C. Ziegler

First Vice President

Private Wealth Advisor

Sara Caitlyn Halliday

Sara Caitlyn Halliday,

Financial Advisor

Stephanie L Kahl

Stephanie L Kahl

Private Wealth Associate

Katherine  English

Katherine English

Registered Private Wealth Client Associate


Strategies designed to help you achieve your goals

As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach


In 1994, Suzanne Bledsoe and Dave Cathcart started a wealth advisory practice in Charlotte, NC which would come to be known as BCG Private Wealth Management.  For more than twenty-five years, the partners of BCG Private Wealth Management have served wealthy families exclusively.  Today, our clients include business owners, corporate executives and the beneficiaries of multi-generational wealth.  We devote our energy and capabilities to managing the financial complexities of this select group of families exceptionally well.

Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Boutique Service Model

With five experienced partners and two dedicated client service associates, BCG Private Wealth Management works within Merrill Private Wealth Management.   This unique framework offers the benefits of a high-end boutique along with the resources of one of the largest global financial institutions.  We are privileged to work with a limited number of valued families, thereby enabling each of our five partners to deliver a highly personalized level of service to every client.

At BCG Private Wealth Management, we achieve success only when your best interests are served.  Success is measured by the progress you make toward reaching your most meaningful goals.  Our investment strategies are tailored to meet the broad spectrum of your short and long-term objectives.  We bring you opportunities for building, preserving, transferring and enjoying your wealth.

Preserving and Growing Your Wealth

Our goal is to preserve and grow your family’s capital in real terms, taking into account taxes, inflation and fees.  We concentrate on providing meaningful risk-adjusted returns over the long term.  At the same time, we remain vigilant for short-term tactical strategies that can positively affect your portfolio. 

At BCG Private Wealth Management, the highest standards of service, ethics and client confidentiality are at the core of everything we do.  Not only do we act in your best interests, but we also believe in investment choices that are free from any conflicts of interest.  We remain steadfast and committed to delivering absolute transparency on the costs associated with your investment portfolio.

A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.

Let's have a conversation

Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.

Our Vision

For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.

Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.

Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating financial strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.

BCG Private Wealth Management

Private Wealth Advisors