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.

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • KY
    • LA
    • MA
    • MD
    • MI
    • MO
    • NC
    • NJ
    • NY
    • OH
    • OK
    • RI
    • SC
    • 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
        rick.verdone@ubs.com
        Rick Verdone Jr.
        6100 Fairview Road,Charlotte,NC,28210
      • Bill Wynn Jr.

        Bill Wynn Jr.

        Senior Vice President–Wealth Management

        Financial Advisor

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        • DE
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        • GA
        • KY
        • LA
        • MA
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        • NC
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        • OK
        • RI
        • SC
        • 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
              william.wynn@ubs.com
              Bill Wynn Jr.
              6100 Fairview Road,Charlotte,NC,28210
            • Joseph Zentner

              Joseph Zentner, CFP, CPM

              Senior Vice President–Wealth Management

              Financial Advisor

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              • CO
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              • DE
              • FL
              • GA
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              • NC
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              • NY
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              • OK
              • RI
              • SC
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              • 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
                  joe.zentner@ubs.com
                  Joseph Zentner, CFP, CPM
                  6100 Fairview Road,Charlotte,NC,28210
                • Ellen E. Rankin

                  Ellen Rankin

                  Senior Vice President–Wealth Management

                  Financial Advisor

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                  • AL
                  • AR
                  • CA
                  • CO
                  • CT
                  • DC
                  • DE
                  • FL
                  • GA
                  • IL
                  • KY
                  • LA
                  • MA
                  • MD
                  • MI
                  • MO
                  • NC
                  • NJ
                  • NY
                  • OH
                  • OK
                  • RI
                  • SC
                  • TN
                  • TX
                  • VA
                  • WA

                  Ellen joined Rankin Wealth Management in 2012 and is responsible for portfolio construction, equity and fixed income research, and business development. Prior to joining the team at UBS, Ellen served as a Director in Fixed Income at Credit Suisse in New York where she focused on structuring and risk management of bespoke securitized products derivatives.

                  Ellen earned her M.B.A. in investment management from UNC Kenan-Flagler Business School, and her B.A. in neuroscience from Colgate University. She is Series 3, 7, 24, 63, 66 and life, health, and variable annuity insurance licensed.

                  Born and raised in Charlotte, Ellen is an active member of her community. She is the Incoming 2020-2021 Board Chair of the Women's Impact Fund and serves on the Good Friends Charlotte and YWCA Endowment Boards. Ellen is also a Sustainer member of the Junior League of Charlotte and a member-at-large of the Mint Museum Auxiliary.

                  • Forbes America’s Top Women Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
                  • Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
                  • 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.
                  • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

                      6100 Fairview Road
                      Suite 900
                      Charlotte, NC 28210
                      ellen.rankin@ubs.com
                      Ellen Rankin
                      6100 Fairview Road,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
                          mason.rankin@ubs.com
                          Mason Rankin, CFP
                          6100 Fairview Road,Charlotte,NC,28210
                        • Michael Gould

                          Michael Gould, CFA, CFP, CRPC, CPM

                          First Vice President–Wealth Management

                          Financial Advisor

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                          • AK
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                          • DC
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                          • IA
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                          • IL
                          • IN
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                          • LA
                          • MA
                          • MD
                          • ME
                          • MI
                          • MN
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                          • NC
                          • ND
                          • NE
                          • NH
                          • NJ
                          • NM
                          • NV
                          • NY
                          • OH
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                          • OR
                          • PA
                          • PR
                          • RI
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                          • UT
                          • VA
                          • VI
                          • VT
                          • WA
                          • WI
                          • WV
                          • WY

                          Mike began his career with Ameriprise Financial in 2004 and joined Rankin Wealth Management at Smith Barney in 2007 before moving with the team to UBS in 2009. He is responsible for portfolio construction, equity and fixed income research, portfolio trading, and insurance and annuity analysis.

                          Born and raised in Greensboro, Mike graduated with a B.S. in business administration from UNC Chapel Hill. He earned the Chartered Financial Analyst®, Certified Portfolio Manager® and Chartered Retirement Planning CounselorSM designations. He has Series 7 and 66 securities licenses as well as life, health, and variable annuity and long-term care insurance licenses. Mike and his wife, Jenny, have two sons.

                          • 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
                              mike.gould@ubs.com
                              Michael Gould, CFA, CFP, CRPC, CPM
                              6100 Fairview Road,Charlotte,NC,28210
                            • Clayton Scholand

                              Clayton Scholand, CFP

                              Vice President–Wealth Management

                              Financial Advisor

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                              • AL
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                              • FL
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                              • NC
                              • NJ
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                              • 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
                                    clay.scholand@ubs.com
                                    Clayton Scholand, CFP
                                    6100 Fairview Road,Charlotte,NC,28210
                                  • Susan Cross

                                    Susan Cross

                                    Senior Client Associate

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                                    • AL
                                    • CA
                                    • CO
                                    • GA
                                    • HI
                                    • LA
                                    • NC
                                    • OK
                                    • RI
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                                    • TX
                                    • VA
                                    • WA

                                    Susan began her career with Smith Barney and its predecessor firm, E.F. Hutton. She has more than 25 years experience in the financial services industry. She earned Series 7 and 66 securities licenses, as well as life, health, and variable annuity and long-term care insurance licenses. Susan and her husband, Brett, are competitive bowlers, enjoy country music and love animals.

                                          6100 Fairview Road
                                          Suite 900
                                          Charlotte, NC 28210
                                          susan.cross@ubs.com
                                          Susan Cross
                                          6100 Fairview Road,Charlotte,NC,28210
                                        • Dana Keener

                                          Dana Keener

                                          Senior Client Associate

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                                          • NC
                                          • SC

                                          Dana began her career in 2000 with Uvest Financial Services and joined Rankin Wealth Management at Smith Barney in 2004 before moving with the team to UBS in 2009. She earned a B.A. in finance from the University of North Carolina-Charlotte and holds Series 7 and 66 securities licenses. Dana and her husband, Justin, have two children and enjoy family beach trips and listening to country music.

                                                6100 Fairview Road
                                                Suite 900
                                                Charlotte, NC 28210
                                                dana.keener@ubs.com
                                                Dana Keener
                                                6100 Fairview Road,Charlotte,NC,28210
                                              • Valerie Farlow

                                                Valerie Farlow

                                                Client Associate

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                                                  After 20 years in the travel industry, Valerie shifted careers into financial services, joining Smith Barney in 2001 and moving with Rankin Wealth Management to UBS in 2009. She received a degree from Wingate University and has lived in the Charlotte area for almost 50 years. Outside of work, she is actively involved in animal welfare and rescue.

                                                        6100 Fairview Road
                                                        Suite 900
                                                        Charlotte, NC 28210
                                                        valerie.farlow@ubs.com
                                                        Valerie Farlow
                                                        6100 Fairview Road,Charlotte,NC,28210
                                                      • Marshall

                                                        Marshall Wyker

                                                        Senior Client Associate

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                                                        • NC

                                                        Marshall, originally from Charleston, SC, graduated from Wofford College with a B.A. in Finance before moving to Charlotte. She began her career with Vanguard and then transitioned to Smith Barney in 2006. She moved with Rankin Wealth Management to UBS in 2009. Marshall and her husband, Bryan, have two children, and she enjoys playing tennis, working out and spending time at the beach with her family.

                                                              6100 Fairview Road
                                                              Suite 900
                                                              Charlotte, NC 28210
                                                              marshall.wyker@ubs.com
                                                              Marshall Wyker
                                                              6100 Fairview Road,Charlotte,NC,28210
                                                            • Dan Sheehan

                                                              Dan Sheehan

                                                              Client Associate

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                                                              • NC
                                                              • SC

                                                              Originally from Bristol, England, Dan moved to the United States in 2016. He received his undergraduate degree from the University of South Carolina and later earned his MBA from Augusta University, where he was a member of the golf team. He is currently continuing his academic studies with Harrisburg University, where he is pursuing a Masters of Science in Analytics. Dan has been with Rankin Wealth Management since 2022. In his spare time, he enjoys playing golf, watching South Carolina Gamecock football and spending time with his golden retriever, Nala.

                                                                    6100 Fairview Road
                                                                    Suite 900
                                                                    Charlotte, NC 28210
                                                                    dan.sheehan@ubs.com
                                                                    Dan Sheehan
                                                                    6100 Fairview Road,Charlotte,NC,28210
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