Three UBS Advisor Teams From Charlotte Named To The Forbes Best-In-State Wealth Management Teams List

UBS Wealth Management USA announced today that three advisor teams from the firm’s Charlotte offices have been named to the Forbes Best-In-State Wealth Management Teams list for 2023. Rankin Wealth Management ranked sixth in the state of North Carolina, The Andover Group was listed at seventh and Gateway Wealth Management placed 60th in the state, respectively. The Forbes rating is compiled by SHOOK Research and awarded annually in January, based on information from a 12 month period ending in March of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.
“This is a remarkable accomplishment for all three of our teams who were recognized on this prestigious list,” said Ellen Pierce, Mid-Atlantic Market Executive at UBS Wealth Management USA. “Our advisor teams in Charlotte are made up of talented and hard-working advisors and associates who dedicate themselves each and every day to earning the trust of their clients and helping them reach their financial goals.”

Rankin Wealth Management
Rankin Wealth Management is supported by Financial Advisors Rick Verdone, Bill Wynn, Joseph Zentner, Mason Rankin, Clayton Scholand, Ellen Rankin and Michael Gould.

Rick Verdone 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.

Bill Wynn has more than 30 years of experience in the financial services industry, and is responsible for retirement income strategies, portfolio construction, equity and fixed income research and estate planning.

Joseph Zentner is responsible for retirement income strategies, team management, portfolio construction and equity and fixed income research.

Mason Rankin has over 15 years of experience in the financial services industry, and is responsible for portfolio construction, equity and fixed income research, estate planning and client service management.

Clayton Scholand is responsible for retirement income strategies, business services, investment management, and insurance and annuities.

Ellen Rankin joined the team in 2012 and is responsible for portfolio construction, equity and fixed income research, and business development.

Michael Gould is responsible for portfolio construction, equity and fixed income research, portfolio trading, and insurance and annuity analysis.

The Andover Group
The Andover Group is led by Financial Advisors Kevin Moran and William Lovett III and supported by Financial Advisor Kyle Blumenstock.

Kevin Moran partners with his team to address the complex needs of their clients by offering access to the global resources of UBS and a comprehensive array of wealth management services. Driven to deliver an exceptional client experience, Kevin sees it as his team’s responsibility to go beyond addressing today’s needs by anticipating a clients’ next questions, challenges and concerns.

Multigenerational families, business owners and corporate executives count on William Lovett III’s extensive experience in institutional asset management and debt capital markets. He is a Private Wealth Advisor and concentrates on equity research, fixed-income securities and tax-efficient strategies, as well as risk mitigation, insurance solutions and wealth transfer strategies.

Working directly with a diverse group of clients across the US, Kyle Blumenstock has extensive experience with complex wealth management needs. During his career, he has structured billions of dollars in financing for both private clients and institutions. With The Andover Group, Kyle focuses on financial planning, liability management, insurance-based strategies and Social Security.

Gateway Wealth Management
Gateway Wealth Management is led by Financial Advisors Andrew Kittelson and Candace Cline.

Andrew Kittelson specializes in delivering a holistic wealth management approach for business owners, corporate executives and their families. He is a Certified Exit Planning Advisor (CEPA) with expertise in guiding successful entrepreneurs and wealthy families through the transfer of ownership of their privately held companies. Andrew’s experience guiding clients through liquidation events, mergers & acquisitions and exit strategies equips him to truly understand the process for taking business owners comfortably through the “owner to investor” transition.

Candace Cline joined UBS in 2010 and completed the Financial Advisor Training Program. She earned the Certified Financial Planner™ certification in 2012. She helps clients in a variety of areas in managing their finances, specifically with advanced planning guidance, in which she helps clients in transition make smarter decisions about their money. Her planning advice primarily addresses her clients’ cash flow, wealth protection and transfer needs as well as philanthropic planning.

For the full list and further information, visit: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. For designation disclosures, visit

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About UBS

UBS convenes the global ecosystem for investing, where people and ideas are connected and opportunities brought to life, and provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as to private clients in Switzerland. UBS offers investment solutions, products and impactful thought leadership, is the leading global wealth manager, provides large-scale and diversified asset management, focused investment banking capabilities, and personal and corporate banking services in Switzerland. The firm focuses on businesses that have a strong competitive position in their target markets, are capital efficient and have an attractive long-term structural growth or profitability outlook.

UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 30% of its employees working in the Americas, 29% in Switzerland, 20% in the rest of Europe, the Middle East and Africa and 21% in Asia Pacific. UBS Group AG employs more than 72,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).