TillotsonKenefick Private Wealth Management of Wells Fargo Advisors
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Associates

Marcia Tillotson

Marcia Tillotson

    • Managing Director - Investments
    • Private Wealth Financial Advisor
    • PIM Portfolio Manager
    Marcia Tillotson

    Marcia Tillotson

      • Managing Director - Investments
      • Private Wealth Financial Advisor
      • PIM Portfolio Manager

      Marcia Tillotson, Managing Director-Investments and Financial Advisor, is originally from Louisburg, NC and a 1979 business school graduate of Appalachian State University.


      She joined the financial services industry in 1987 with The Robinson-Humphrey Company, a subsidiary of Shearson Lehman Brothers / American Express.  She joined Interstate Johnson Lane (IJL) in 1996, a predecessor firm of Wells Fargo Advisors.  She is a registered representative and holds principal, supervisory, insurance, commodity and professional portfolio management certifications. She is currently the branch manager for the uptown brokerage office for Wells Fargo Advisors in Charlotte.


      Marcia serves on the endowment board of the YWCA Central Carolinas and The Board of Directors for the McColl Center in Charlotte. She is a member of the Federal Club Council for The Human Rights Campaign. 


      In 2012, Marcia was recognized with WFA's highest honor, the Spirit Award, for extraordinary contribution to the culture of the firm.  Marcia and her wife, Sharon Blalock, reside in Myers Park in Charlotte.




      CA Insurance License Number: 0J20162. Resident State: NC

      Contact

      • Send a Message
      • 704.348.9558

      Education

      • Appalachian State University
      Joy Kenefick

      Joy Kenefick

      • RICP
      • Managing Director - Investments
      • Private Wealth Financial Advisor
      • PIM Portfolio Manager
      Joy Kenefick

      Joy Kenefick

      • RICP
      • Managing Director - Investments
      • Private Wealth Financial Advisor
      • PIM Portfolio Manager

      Joy Kenefick, Managing Director-Investments and Financial Advisor, is originally from Miami, FL and a 1993 graduate of the University of Florida. Joy began her financial services career in 1997 with IJL, a predecessor firm of Wells Fargo Advisors. 


      She is a registered representative, an investment planning specialist, is insurance licensed and holds professional portfolio management certifications. She has primary responsibility in investments and investment planning.


      Joy has been married to her husband Christian since 1998 and they have twin daughters, Ana and Sara.  In addition to Joy's passion and commitment for fiscal health and well being, she is equally passionate about physical health and well being as an avid yogi.

      Joy serves as a trustee board member for Charlotte Latin School, the Greater Charlotte Cultural Trust and is a member of Women Executives.




      CA Insurance License Number: 1718231. Resident State NC

      Contact

      • Send a Message
      • 704.348.9505

      Education

      • University of Florida
      Julia Truslow

      Julia Truslow

      • CFP
      • RICP
      • Financial Consultant
      Julia Truslow

      Julia Truslow

      • CFP
      • RICP
      • Financial Consultant

      Julia Truslow, Financial Consultant, joined Tillotson Kenefick Private Wealth Management of Wells Fargo Advisors in 2017 after spending time servicing retirement plans and individual retirement accounts with another financial services company. She holds Series 7, 66 registrations, Life and Health Insurance licenses, the designation of CERTIFIED FINANCIAL PLANNER™ professional and RICP®. Her responsibilities include financial planning, building investment plans, strategizing with clients, retirement plan administration, asset transfers, and cash management.

      A native Charlottean who graduated from Charlotte Catholic High School, Julia received a Bachelor in Communications from Appalachian State University. She enjoys morning workouts at the Y, practicing hot yoga and spending time with friends and family.



      CA Insurance License Number: 0M45745. Resident State NC

      Contact

      • Send a Message
      • 704.348.9515

      Education

      • Appalachian State University
      Val Watters

      Val Watters

      • CFP
        Val Watters

        Val Watters

        • CFP
          Val Watters, CFP® joined Tillotson Kenefick Private Wealth Management of Wells Fargo Advisors in the fall of 2021.  She has more than 22 years of experience in the financial services industry and will have primary responsibility for building and maintain comprehensive financial plans that incorporate client’s values, financial goals and priorities. 

           Prior to joining Tillotson Kenefick, she served as Wealth Planner for The Wells Fargo Private Bank. As a Wealth Planner, she advised high-net worth individuals, executives and closely held business owners regarding cash flow, retirement, estate, tax, investment and philanthropic planning needs.  She holds Series 7 securities registration and the designation of CERTIFIED FINANCIAL PLANNER™ professional. 

          Val is a native Charlottean and graduated from Providence Senior High School. She received a Bachelor of Science Degree in Finance from the University of North Carolina at Charlotte and is a member of the Financial Planning Association of Charlotte. She is a regular volunteer with The Relatives, an organization helping homeless youth in the Charlotte area. She is a self-proclaimed foodie and enjoys traveling, attending her son’s football games, as well as spending time with friends and family

          Contact

          • Send a Message
          • 704-348-9528
          Kay Jeter

          Kay Jeter

            • Registered Client Associate
            Kay Jeter

            Kay Jeter

              • Registered Client Associate
              Kay Jeter, Registered Client Associate, assists clients of Tillotson Kenefick Private Wealth Management with account administration, including new client on-boarding and asset transfer and cash management. Kay is a native Charlottean and alumna of West Charlotte High School, graduating with honors in 2008 and earned her Associates degree in 2019.  She has over 10 years of experience in financial and retirement planning services. Kay joined Wells Fargo as a Retirement Consultant with the Institutional Retirement & Trust division in 2012, became an Investment Consultant for Wells Fargo’s Investment Resource Center in 2014, and transitioned to Wells Fargo Advisors to join TillotsonKenefick in 2019. Kay holds Series 7 and 66 registrations.


              CA Insurance License Number: 4068847. Resident State: NC

              Contact

              • Send a Message
              • 704-348-9530
              Tori Cassell

              Tori Cassell

                • Registered Client Associate
                Tori Cassell

                Tori Cassell

                  • Registered Client Associate
                  Tori Cassell is a Registered Client Associate assisting Tillotson Kenefick Private Wealth Management clients with account operations, administration, and coordinating client communication, marketing, and event planning. 

                  Tori began her career with Wells Fargo Advisors in 2018 as a Marketing Client Associate and joined Tillotson Kenefick Private Wealth Management Group in the fall of 2020. She holds Series 7, 66 registrations, Life and Health insurance licenses.

                  Tori is a native Charlottean and attended Providence Day School and graduated from The University of Mississippi with her Bachelor’s degree in Spanish and Education. She enjoys spending time with friends and family, reading, and traveling to new places.


                  CA Insurance License Number: 4081777. Resident State: NC

                  Contact

                  • Send a Message
                  • 704-348-9504

                  Education

                  • The University of Mississippi
                  Emily Shane

                  Emily Shane

                    • Client Associate
                    Emily Shane

                    Emily Shane

                      • Client Associate
                      Emily is a native Charlottean, who attended Providence High School and graduated from The University of North Carolina at Charlotte with her Bachelor’s degree in Finance. Emily Shane began her career with Wells Fargo as a Loan Servicing Specialist within the Wholesale Loan Operations department in 2019. She serviced a portfolio of syndicated loans for the Agency Services, Energy and Oil team.

                      She joined Tillotson Kenefick Private Wealth Management of Wells Fargo Advisors in the fall of 2021 as a Client Associate. Emily assists clients with account maintenance, asset movement, estate settlements, and new client onboarding. Emily enjoys early morning workouts, long walks around the city, and exploring new places.

                      Contact

                      • Send a Message
                      • 704-348-9561

                      Education

                      • The University of North Carolina at Charlotte
                      TillotsonKenefick Private Wealth Management of Wells Fargo Advisors
                      • 301 S College Street
                        Suite 150
                        Charlotte, NC 28202
                      • 704.348.9504
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