Investment management and wealth planning across generations

Rankin Wealth Management

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.

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.

  • Rick Verdone Jr.

    Rick Verdone Jr.

    Senior Vice President–Wealth Management

    Financial Advisor

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    • 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.

        Bill Wynn Jr.

        Senior Vice President–Wealth Management

        Financial Advisor

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        • 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

              Joseph Zentner, CFP, CPM

              Senior Vice President–Wealth Management

              Financial Advisor

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              • 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

                  Mason Rankin, CFP

                  Senior Vice President–Wealth Management

                  Financial Advisor

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                  • 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

                      Clayton Scholand, CFP

                      Vice President–Wealth Management

                      Financial Advisor

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                      • 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
                          Team

                          An experienced team

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                          A process centered on you

                          A family office approach

                          A family office approach

                          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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