Johnathan Rankin
Johnathan Rankin founded Theorem Wealth Management after a 12-year tenure at Merrill Lynch, where he was a First Vice President.
He also held numerous leadership roles, including Resident Director, where he oversaw an office managing $9 billion in client assets. He found that he was able to deliver the most value to clients by systematically managing not only their plans and investments, but also their stress and anxiety around goals like retirement. He formed Theorem Wealth Management to offer this service platform to a client base of engineers and professionals, as well as institutions and non-profit organizations.
Johnathan is a Chartered Retirement Planning Counselor℠ and a graduate of California State University, Sacramento, where he earned a degree in Economics with a focus on business management. In 2019 he was named a Forbes Best-in-State Next Generation Wealth Advisor*, an accolade that represents both quantitative and qualitative achievements in his work within the wealth services field.
In recent years, Johnathan has also been mentoring young children in the Big Brothers Big Sisters program and has spent time as a Wish Granter with Make-A-Wish. He lives in Dallas, Texas with his wife Melissa, their children Harvey and Emersyn, and their dog Julep.