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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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TillotsonKenefick Private Wealth Management of Wells Fargo Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MO, NC, NJ, NY, OH, PA, SC, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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