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Tillotson Kenefick Private Wealth Management

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 Senior PIM Portfolio Manager, Joy Kenefick, Managing Director – Investments, Private Wealth Financial Advisor, and Senior PIM Portfolio Manager, and Julia Truslow, Associate Vice President – Investment Officer, Financial Advisor, share over 75 years of combined 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.

Your Goals and Dreams, Our Guidance

You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let us help you develop an investment strategy that is flexible and tracks your goals.