Investment management and wealth planning across generations

Rankin Wealth Management has provided generations of families with professional and timely advice in diverse market conditions. Our disciplined, plan-based approach is built on a commitment to developing cohesive, multi-generational relationships, working closely with parents, grandparents and children through every major life milestone.

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Each of our clients is important to us. While we have always been invested alongside our clients, Rankin Wealth Management is about more than managing money. We build long-term relationships and friendships through trust, service and integrity.
- Sam Rankin

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

View bio
Rick Verdone Jr.

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- KY
- LA
- MA
- MD
- MI
- MO
- NC
- NJ
- NY
- OH
- OK
- RI
- SC
- SD
- TN
- TX
- VA
- WA
After 27 years with Smith Barney, Rick moved with Rankin Wealth Management to UBS in 2009. He is responsible for portfolio construction, retirement income strategies, equity and fixed income research and estate planning.

Rick earned his M.B.A. in finance from Tulane University and a B.S. in industrial relations from UNC Chapel Hill. He has Series 7, 63 and 65 securities licenses and life, health and variable annuity insurance licenses. Rick was born and raised in Charlotte, where he attended Charlotte Country Day School. He and his wife have three children.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
6100 Fairview Road
Suite 900
Charlotte, NC 28210
Bill Wynn Jr.

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- CA
- CO
- DE
- FL
- GA
- KY
- LA
- MA
- MI
- NC
- NY
- OH
- OK
- RI
- SC
- SD
- TN
- TX
- VA
- WA
With more than 30 years in the financial services industry, Bill began his career with NCNB Securities in Charlotte. He joined Smith Barney in 1994 and moved with Rankin Wealth Management to UBS in 2009. Bill is responsible for retirement income strategies, portfolio construction, equity and fixed income research and estate planning.

Originally from New Orleans, Bill earned his M.B.A. in finance and B.A. in English and economics from Tulane University. He has Series 7, 63 and 65 securities licenses and life, health, long-term care and variable annuity insurance licenses. Bill and his wife, Virginia, have two children.
6100 Fairview Road
Suite 900
Charlotte, NC 28210
Joseph Zentner, CFP, CPM

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- KY
- LA
- MD
- MI
- NC
- NJ
- NY
- OH
- OK
- RI
- SC
- SD
- TN
- TX
- VA
- WA
Joe has been with Rankin Wealth Management since 1996, starting at Smith Barney and then moving with the team to UBS in 2009. He is responsible for retirement income strategies, team management, portfolio construction and equity and fixed income research.

Joe earned his B.S. in mechanical engineering from The Ohio University. He earned the Certified Financial Planner™ and Certified Portfolio Manager designations as well as the Series 7, 31, 63 and 65 securities licenses and life, health, and variable annuity insurance licenses. Joe and his wife, Bonnie, are parents to three daughters.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
6100 Fairview Road
Suite 900
Charlotte, NC 28210
Mason Rankin, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- KY
- LA
- MA
- MD
- MI
- MO
- NC
- NH
- NJ
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- VA
- WA
- WY
With over 15 years in the financial services industry, Mason began his career as a Financial Analyst with Progress Energy in 2002. He joined Rankin Wealth Management at Smith Barney in 2005 before moving with the team to UBS in 2009. Mason is responsible for portfolio construction, equity and fixed income research, estate planning and client service management.

Born and raised in Charlotte, Mason earned his B.S. in business administration from UNC Chapel Hill. He earned the Certified Financial Planner™ designation as well as Series 7, 31 and 66 securities licenses and life, health, and variable annuity insurance licenses. Mason is married and a father to three children.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
6100 Fairview Road
Suite 900
Charlotte, NC 28210
Clayton Scholand, CFP

Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- CA
- CO
- CT
- DE
- FL
- GA
- KS
- KY
- LA
- MA
- MD
- MI
- MO
- NC
- NJ
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- VA
- WA
Clay began his financial services career in 1998 working with Legg Mason and Smith Barney. In 2009, he moved to UBS with Rankin Wealth Management. He is responsible for retirement income strategies, business services, investment management, and insurance and annuities.

Clay earned his B.S. in finance from Wingate University. He is a Certified Financial Planner™ and has Series 7, 63 and 65 securities licenses and life, health, and variable annuity insurance licenses. Clay has been married for over 10 years and has two children.
6100 Fairview Road
Suite 900
Charlotte, NC 28210

View bio
Rick Verdone Jr.

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- KY
- LA
- MA
- MD
- MI
- MO
- NC
- NJ
- NY
- OH
- OK
- RI
- SC
- SD
- TN
- TX
- VA
- WA
After 27 years with Smith Barney, Rick moved with Rankin Wealth Management to UBS in 2009. He is responsible for portfolio construction, retirement income strategies, equity and fixed income research and estate planning.

Rick earned his M.B.A. in finance from Tulane University and a B.S. in industrial relations from UNC Chapel Hill. He has Series 7, 63 and 65 securities licenses and life, health and variable annuity insurance licenses. Rick was born and raised in Charlotte, where he attended Charlotte Country Day School. He and his wife have three children.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
6100 Fairview Road
Suite 900
Charlotte, NC 28210
Bill Wynn Jr.

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- CA
- CO
- DE
- FL
- GA
- KY
- LA
- MA
- MI
- NC
- NY
- OH
- OK
- RI
- SC
- SD
- TN
- TX
- VA
- WA
With more than 30 years in the financial services industry, Bill began his career with NCNB Securities in Charlotte. He joined Smith Barney in 1994 and moved with Rankin Wealth Management to UBS in 2009. Bill is responsible for retirement income strategies, portfolio construction, equity and fixed income research and estate planning.

Originally from New Orleans, Bill earned his M.B.A. in finance and B.A. in English and economics from Tulane University. He has Series 7, 63 and 65 securities licenses and life, health, long-term care and variable annuity insurance licenses. Bill and his wife, Virginia, have two children.
6100 Fairview Road
Suite 900
Charlotte, NC 28210
Joseph Zentner, CFP, CPM

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- KY
- LA
- MD
- MI
- NC
- NJ
- NY
- OH
- OK
- RI
- SC
- SD
- TN
- TX
- VA
- WA
Joe has been with Rankin Wealth Management since 1996, starting at Smith Barney and then moving with the team to UBS in 2009. He is responsible for retirement income strategies, team management, portfolio construction and equity and fixed income research.

Joe earned his B.S. in mechanical engineering from The Ohio University. He earned the Certified Financial Planner™ and Certified Portfolio Manager designations as well as the Series 7, 31, 63 and 65 securities licenses and life, health, and variable annuity insurance licenses. Joe and his wife, Bonnie, are parents to three daughters.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
6100 Fairview Road
Suite 900
Charlotte, NC 28210
Mason Rankin, CFP

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- KY
- LA
- MA
- MD
- MI
- MO
- NC
- NH
- NJ
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- VA
- WA
- WY
With over 15 years in the financial services industry, Mason began his career as a Financial Analyst with Progress Energy in 2002. He joined Rankin Wealth Management at Smith Barney in 2005 before moving with the team to UBS in 2009. Mason is responsible for portfolio construction, equity and fixed income research, estate planning and client service management.

Born and raised in Charlotte, Mason earned his B.S. in business administration from UNC Chapel Hill. He earned the Certified Financial Planner™ designation as well as Series 7, 31 and 66 securities licenses and life, health, and variable annuity insurance licenses. Mason is married and a father to three children.
- Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
6100 Fairview Road
Suite 900
Charlotte, NC 28210
Clayton Scholand, CFP

Vice President–Wealth Management

Financial Advisor
View bio
- AL
- AR
- CA
- CO
- CT
- DE
- FL
- GA
- KS
- KY
- LA
- MA
- MD
- MI
- MO
- NC
- NJ
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- VA
- WA
Clay began his financial services career in 1998 working with Legg Mason and Smith Barney. In 2009, he moved to UBS with Rankin Wealth Management. He is responsible for retirement income strategies, business services, investment management, and insurance and annuities.

Clay earned his B.S. in finance from Wingate University. He is a Certified Financial Planner™ and has Series 7, 63 and 65 securities licenses and life, health, and variable annuity insurance licenses. Clay has been married for over 10 years and has two children.
6100 Fairview Road
Suite 900
Charlotte, NC 28210

An experienced team

A process centered on you

Our team takes the time to understand your family’s goals, so we can determine how to best work together.

Your plan
We look at all aspects of your financial picture, including investments, retirement, estate, insurance, business and borrowing, so we can develop relevant recommendations and a customized plan.

Your investments
Our portfolio management team works with you to determine an investment strategy that aligns with your goals and risk tolerance.

Your lifetime
After we build your financial plan and implement your investment strategy, we communicate regularly, track performance, and make timely adjustments in response to life changes and evolving economic conditions.

A family office approach

Personalized service
Each member of our team has specific expertise and is committed to providing the type of exceptional service you would expect from a family office. At Rankin Wealth Management, this means that we are easily accessible, highly responsive and take the time to understand the unique dynamics of your family.

Collaboration with your trusted advisors
Our goal is to collaborate with your other specialists in areas such as taxation and estate planning. We help you understand and implement the solutions presented to you in ways that enable you and your family to focus on the things that matter most in life.

Legacy planning
We understand that your concerns go beyond purely financial matters, often thinking about the impact your wealth will have on future generations. We work with the entire family to make sure philanthropic, educational, healthcare and other financial needs are met for each generation.

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

^$2.8 trillion

In invested assets globally
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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Investment management and wealth planning across generations

Pursuing your goals together

Rick Verdone Jr.

Bill Wynn Jr.

Joseph Zentner, CFP, CPM

Mason Rankin, CFP

Clayton Scholand, CFP

Rick Verdone Jr.

Bill Wynn Jr.

Joseph Zentner, CFP, CPM

Mason Rankin, CFP

Clayton Scholand, CFP

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An experienced team

A process centered on you

A family office approach

Legacy—Wealth for others

Backed by the strength of UBS

A global leader in wealth management

Insights

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