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.

  • Samuel Rankin

    Samuel Rankin

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CT
    • DC
    • FL
    • GA
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • MO
    • MS
    • NC
    • NJ
    • NV
    • NY
    • OH
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WV
    • WY

    With nearly 40 years in the financial services industry, Sam’s experience encompasses comprehensive wealth management, portfolio management, estate planning and philanthropy. Over his career, he has built a full-service wealth management team that is dedicated to taking clients through a comprehensive planning process that analyzes their investment, retirement, insurance and estate needs.

    Sam began his career with Reynolds Securities in 1975 after earning a degree in business from the University of North Carolina at Chapel Hill. He is a former seat owner on the New York Stock Exchange (NYSE), the American Stock Exchange (AMEX), and the Pacific Stock Exchange (PCX). He joined a Smith Barney predecessor firm in 1987 and soon became one of largest Portfolio Managers at the firm, earning the designations Senior Portfolio Manager and Senior Portfolio Management Director. Sam moved his practice to UBS in 2009.

    Sam, and his wife, Susan, serve as active members of a number of community organizations, boards and foundations. They have been married for over 30 years, are parents to four children and have one granddaughter.

    • Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

        6100 Fairview Road
        Charlotte, NC 28210
      • 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.

              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.

                          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.

                                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

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                                    UBS is a world-leading wealth manager

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