The Bledsoe Cathcart Group

Private Wealth Advisors
Learn more about an advisor's background on
FINRA's BrokerCheck

Bringing Clarity and Balance to what Matters Most

At the Bledsoe Cathcart Group, we seek to provide clarity and balance to what is most important to you. We start by listening 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 Lynch’s Private Banking and Investment Group are rigorously trained to meet the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

Suzanne G. Bledsoe

Suzanne G. Bledsoe

Senior Vice President

Private Wealth Advisor

704.339.2006
Lisa Ray Premo

Lisa Ray Premo,

Senior Vice President

Private Wealth Advisor

704.339.2009
Michael L. Rogers

Michael L. Rogers,

First Vice President

Private Wealth Advisor

704.339.2012
William Van Smith Jr.

William Van Smith Jr.,

First Vice President

Private Wealth Advisor

704.339.2005
Robert C. Ziegler

Robert C. Ziegler

Vice President

Private Wealth Manager

704.339.2010
Sara Caitlyn  Deal

Sara Caitlyn Deal

Registered Private Wealth Associate

704.339.2008
Stephanie L Kahl

Stephanie L Kahl

Senior Private Wealth Associate

704.339.2011

Strategies designed to help you achieve your goals

As a client of the Private Banking and Investment Group at Merrill Lynch, 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

Welcome

In 1994, Suzanne Bledsoe and Dave Cathcart started a wealth advisory practice in Charlotte, NC which would come to be known as the Bledsoe Cathcart Group.  For more than twenty years, the partners of the Bledsoe Cathcart Group 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.  

Boutique Service Model

With five experienced partners and two dedicated client service associates, the Bledsoe Cathcart Group acts as an independent team inside the Private Banking and Investment Group of Merrill Lynch.  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 the Bledsoe Cathcart Group, 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 the Bledsoe Cathcart Group, 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 Lynch’s Private Banking and Investment Group is committed to providing a select group of wealthy 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, help you monitor its success and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill Lynch and the banking convenience of Bank of America, and we 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.

Our Philosophy

We believe that 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 sophisticated, highly customized 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.

Let's have a conversation

Your dedicated Private Banking and Investment Group team is ready to help you pursue what's most important to you.

Our Vision

For clients of substantial wealth, Merrill Lynch’s Private Banking and Investment Group provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing a wealth strategy designed to support your family members for the years to come.

A trusted one-on-one relationship
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 as stewards of wealth.

Boutique-like service with the access to the investment resources of Merrill Lynch 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 strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know that we are working in your best interests, providing sophisticated strategies designed to anticipate and meet your evolving financial needs.

The Bledsoe Cathcart Group