TillotsonKenefick Private Wealth Management of Wells Fargo Advisors is a financial advisory practice, established in January of 2000 in Charlotte, NC. TillotsonKenefick Private Wealth Management is a family asset management practice that utilizes a holistic approach to investment planning and provides exceptional personal service and professional portfolio management. Marcia Tillotson, Managing Director – Investments, Private Wealth Financial Advisor, and PIM Portfolio Manager and Joy Kenefick, Managing Director – Investments, Private Wealth Financial Advisor, and PIM Portfolio Manager, share over 50 years of investment experience and training, servicing individual families, business owners, and non-profit organizations.

TillotsonKenefick Private Wealth Management has been featured in The Wall Street Journal, Businessweek, The New York Times, Charlotte Business Journal, Charlotte Magazine and Research Magazine and interviewed by ABC News, Kiplinger Personal Finance, The Washington Post, The Daily Advance and AARP's “Inside E-Street”, a public television production.

 

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