BCG Private Wealth Management

Merrill Private Wealth Management
620 S Tryon St
Charlotte, NC 28255
(704) 339-2005
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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.
BCG Private Wealth Management
Merrill Lynch Wealth Management
Welcome

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 Approach
Our Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Lisa Premo,

CFA

Senior Vice President, Private Wealth Advisor
704.339.2009
Michael Rogers,

CFP®,CRPC™

Senior Vice President, Private Wealth Advisor
704.339.2012
William Smith,

CFP®

Senior Vice President, Private Wealth Advisor
704.339.2007
Robert Ziegler
Senior Vice President, Private Wealth Advisor
704.339.2010
Sara Caitlyn Halliday,

CFP®

Vice President, Wealth Management Advisor
704.339.2008
Stephanie L Kahl
Assistant Vice President, Private Wealth Associate
704.339.2011
Kyle D. Baker
Registered Private Wealth Client Associate
704.339.2102
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.