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 Professional Advisory Board for Foundation For The Carolinas and is a member of Women Executives.
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.
Kelly King is a Financial Consultant originally from York, SC. She earned a Bachelor's degree in Accounting from Wofford College in Spartanburg, South Carolina, and subsequently obtained a Master of Accounting from the Poole College of Management at North Carolina State University. She has a combined 10 years of experience in the financial services industry.
Before joining TillotsonKenefick as a Financial Consultant, she worked as a Certified Public Accountant (currently a non-practicing CPA) with PricewaterhouseCoopers LLP. She is a registered representative and also holds insurance and long term care licenses. In September 2014, Kelly earned the designation of CERTIFIED FINANCIAL PLANNER™ professional.
Kelly and her husband Mason currently reside in Florence, SC with their new baby, Ryder Wilkes King, born August 28, 2019.
Larkin Wobbe, Financial Consultant, is originally from St. Louis, Missouri and graduated from the University of Missouri with a Bachelor of Science in Business Administration with an emphasis in Finance and Banking in 2013.
He began his career with AXA Advisors in St. Louis, MO where he earned his Series 7 and 66. In the fall of 2014 he joined Wells Trade, an online brokerage service within Wells Fargo Advisors. In December 2018, Larkin earned the designation of CERTIFIED FINANCIAL PLANNER™ professional.
Larkin joined TillotsonKenefick in the fall of 2015 and will be assisting clients with account administration including new client on-boarding and asset transfer and cash management.
Henry Sale is a Registered Client Associate assisting clients of TillotsonKenefick with account administration including new client on-boarding and asset transfer and cash management. He is also responsible for Branch Management operations.
Henry is a native Charlottean, grew up in the Cotswold neighborhood and attended West Charlotte High School. He graduated with a Bachelor of Arts degree from The University of North Carolina at Chapel Hill. Henry began his career in financial services in 2007 with Wachovia Bank, a predecessor of Wells Fargo, and joined the TillotsonKenefick Wealth Management team of Wells Fargo Advisors in 2012. He is a securities registered representative and holds a North Carolina insurance license.
He received the Distinguished Client Associate award* from Wells Fargo Advisors in 2014, 2015, & 2016.
Henry and his wife, Darbie, and their daughters, Easley & Ruby, reside in the Cotswold neighborhood in Charlotte.
The Wells Fargo Advisors Premier Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.
Julia Truslow, Registered Client Associate, assists with new client on-boarding, investment planning, retirement plan administration, asset transfer, cash management and account administration.
Julia joined TillotsonKenefick after spending 3 years servicing retirement plans and individual retirement accounts with another financial services company. She holds Series 7, 66 and Life and Health Insurance licenses. In July 2019, Julia earned the designation of CERTIFIED FINANCIAL PLANNER™ professional.
A native to Charlotte, Julia grew up in south Charlotte and attended Charlotte Catholic High School. She then went on to receive a Bachelor in Communications from Appalachian State University in 2014. She enjoys spending time with friends and family, running and practicing hot yoga.
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