Rankin Wealth Management

We can help you embrace your financial future

Tiffany Rozek - UBS Financial Services Inc. is a wealth management firm located in Charlotte, NC. They offer investment advisory services as an SEC-registered investment adviser and brokerage services as an SEC-registered broker-dealer. With a global footprint in 51 countries and $3.9 trillion in invested assets globally, they are a world-leading wealth manager. Their experienced team works closely with clients to understand their priorities and concerns, helping them confidently pursue their life goals. Backed by the strength of UBS, Tiffany Rozek provides a range of products and services to support clients' financial goals. They offer insights and guidance on liquidity management, as well as access to their monthly House View livestream featuring industry experts. With a formal integration with Credit Suisse, they have demonstrated resilience and leadership in guiding clients through financial challenges and market opportunities. As a trusted partner, Tiffany Rozek - UBS Financial Services Inc. is dedicated to helping clients build a plan, stay disciplined, and navigate the ever-changing economic landscape.Generated from the website

We can help you embrace your financial future