Skip To Content

The Bledsoe Cathcart Group

Private Wealth Advisors

ONE BANK OF AMERICA CENTER

150 N COLLEGE ST

CHARLOTTE, NC 28255

704.339.2005

Directions to branch Directions to branch Directions
Share this page Share this page Share page

Learn more about an advisor's
background on FINRA's BrokerCheck

Team

About us

The Bledsoe Cathcart Group

We are a wealth management team that caters to the needs of ultra-affluent clients throughout the United States. As members of the Private Banking and Investment Group at Merrill Lynch, we offer the services and strategies demanded by significant wealth. We are privileged to work with an elite group of clients, and we devote our energy and resources to serving this select group of individuals and families exceptionally well.

Our Difference

Our team offers clients a different experience. From our decades in wealth management, we know what results in client happiness and team satisfaction: exceeding expectations through hard work, unwavering focus, in-depth knowledge, and seamless coordination.

Our team is structured to optimize the client experience. We built our team from the ground up, with ultra-affluent families in mind. Each of our principals focuses on a core component of wealth management and we know the services that are critical to long-term success. We each bring distinctive strengths and skills, creating a synergy of effort. When a client engages our group, he or she does not interact with one of us, but all of us. We communicate very well and spearhead coordinated effort with a client’s external tax and legal advisors. We believe strongly in the value of long-term strategies, executed through careful attention to day-to-day details.

Focused on the Needs of Ultra Affluent Families

We offer a holistic approach to wealth management:

  • Intergenerational wealth transfer
  • Family wealth education
  • Asset allocation
  • Philanthropy
  • Credit and lending structuring through Bank of America, N.A.
  • Cash flow strategy

    Our objective is to assist high net worth families in preserving and growing their wealth and then transitioning that wealth to the people and causes most important to them.

  • Investment Management Process

    Wealth preservation and enhancement are key priorities for The Bledsoe Cathcart Group. We seek to maximize targeted returns within individualized risk parameters. Our asset allocation models are grounded in widespread diversification; we employ a range of asset classes that offer differing investment styles with varying volatility, risk parameters, and projected returns.

    Our investment management process includes multiple approaches and vehicles, such as individually managed core portfolios, external separately managed accounts, mutual funds, structured products, and exchange-traded funds, all chosen to reflect the needs of the clients we service.




    Asset allocation does not ensure a profit or protect against loss in a declining market.

    Meet the team

    Back to team

    Suzanne G. Bledsoe

    Senior Vice President

    Private Wealth Advisor

    704.339.2006

    704.339.2006

    suzanne_bledsoe@ml.com

    Read Bio

    David J. Cathcart

    Senior Vice President

    Private Wealth Senior Consultant

    704.339.2175

    704.339.2175

    dave_cathcart@ml.com

    Read Bio

    Lisa Ray Premo

    Senior Vice President

    Private Wealth Advisor

    704.339.2009

    704.339.2009

    lisa_premo@ml.com

    Read Bio

    Michael L. Rogers

    First Vice President

    Private Wealth Advisor

    704.339.2012

    704.339.2012

    michael_rogers2@ml.com

    Add to address book

    Read Bio

    William Van Smith Jr.

    First Vice President

    Private Wealth Advisor

    704.339.2007

    704.339.2007

    van_smith@ml.com

    Add to address book

    Read Bio

    Robert C. Ziegler

    Vice President

    Private Wealth Manager

    704.339.2010

    704.339.2010

    bob.ziegler@ml.com

    Add to address book

    Read Bio


    Latest Thinking


    Back to overview

    Meet the team

    Suzanne G. Bledsoe

    Senior Vice President

    Private Wealth Advisor

    704.339.2006

    704.339.2006

    suzanne_bledsoe@ml.com

    Read Bio

    David J. Cathcart

    Senior Vice President

    Private Wealth Senior Consultant

    704.339.2175

    704.339.2175

    dave_cathcart@ml.com

    Read Bio

    Lisa Ray Premo

    Senior Vice President

    Private Wealth Advisor

    704.339.2009

    704.339.2009

    lisa_premo@ml.com

    Read Bio

    Michael L. Rogers

    First Vice President

    Private Wealth Advisor

    704.339.2012

    704.339.2012

    michael_rogers2@ml.com

    Add to address book

    Read Bio

    William Van Smith Jr.

    First Vice President

    Private Wealth Advisor

    704.339.2007

    704.339.2007

    van_smith@ml.com

    Add to address book

    Read Bio

    Robert C. Ziegler

    Vice President

    Private Wealth Manager

    704.339.2010

    704.339.2010

    bob.ziegler@ml.com

    Add to address book

    Read Bio