Suzanne Bledsoe

Background

About Suzanne Bledsoe

I am a co-founder of the Bledsoe Cathcart Group, a wealth management team that caters to the needs of ultra-affluent clients throughout the United States. As members of Merrill Private Wealth Management, 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 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. When a client engages our group, he or she does not interact with one of us, but all of us. We each bring distinctive strengths and skills, creating a synergy of effort. 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 strategy, executed through careful attention to day-to-day details. Within the team, I focus on creating customized wealth management strategies for high-net-worth individuals and their families. I am skilled in devising tax-sensitive investment, wealth transfer, and philanthropic strategies. Prior to joining Merrill, I spent thirteen years with Bank of America Private Bank, where I was a Managing Director and Division President. My team and I offer a holistic approach to wealth management- Intergenerational wealth transfer - Family wealth education - Asset allocation - Philanthropy - Credit and lending structuring - Cash flow strategy