Our Team
Marcia Tillotson
Managing Director - Investments
Financial Advisor
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 and professional portfolio management certifications.
Marcia serves on the endowment boards of Queens University of Charlotte.
She is a member of the Federal Club Council for The Human Rights Campaign
and founding member of the Plus Collective, a Foundation for the Carolinas Fund.
In 2012, Marcia was recognized with Wells Fargo Advisor’s Spirit Award**,
for extraordinary contribution to the culture of the firm. Marcia and her wife, Sharon Blalock, reside in Myers Park in Charlotte.
Marcia was recognized as one of the 2025 Forbes Top Women Wealth Advisors Best-in-State*** and Tillotson Kenefick Private Wealth Management was named as one of the 2025 Forbes Best-in-State Wealth Management Teams.****
California Insurance License #0J20162. Resident State NC.
**The Wells Fargo Advisors Spirit Award was established to recognize a select group of Platinum Council Advisors for their lifetime achievements – both personal and
professional – and for epitomizing and reflecting Wells Fargo Advisors’ values. The Wells Fargo Advisors Platinum Council distinction is held by a select group of Financial Advisors within the Firm as measured by completion of educational components, business production based on either of the past two years and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
*- Marcia & Joy were featured in articles in Business Week (October 6th, 2008), The New York Times (July 25th, 2009), & Research Magazine (February 2010). Marcia & Joy were interviewed by Kiplinger Personal Finance (August 2010), The Washington Post (December, 24th, 2009), & AARP’s “Inside E-Street” (2013) All unpaid.
*** 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/20/23 – 9/30/24 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-in-state algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**** 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23– 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
Managing Director - Investments
Financial Advisor
- Wells Fargo Advisor's Spirit Award
- 2025 Forbes Top Women Wealth Advisors Best-in-State
- 2025 Forbes Best-in-State Wealth Management Team
- Appalachian State University
Joy Kenefick, RICP
Managing Director - Investments
Financial Advisor
founder of Tillotson Kenefick Private Wealth Management of Wells Fargo
Advisors. She is a registered representative and holds insurance and
professional portfolio management certifications and Retirement Income
Certified Professional (RICP) designation. She 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.
Joy has been named as one of the 2025 Forbes Best-in-State Wealth
Advisors***** and ranked #2 for the 2025 Forbes Top Women Wealth
Advisors Best-in-State in the state of North Carolina.**
Joy is a former trustee for Charlotte Latin School and member of the Board of
Visitors. She serves on the Investment board for Greater Charlotte Cultural
Trust. She is a lifetime member of Good Friends Charlotte, Women’s Impact
Fund and Women’s Executives.
California Insurance License #1718231. Resident State NC.
Managing Director - Investments
Financial Advisor
RICP
- 2025 Forbes Best-inState Wealth Advisor
- 2025 Forbes Top Women Wealth Advisors Best-in-State
- University of Florida
Julia Truslow, CFP, RICP, CPM
Senior Vice President - Investments
Financial Advisor
joined TillotsonKenefick Private Wealth Management of Wells Fargo
Advisors in 2017 after servicing retirement plans and individual retirement
accounts with another financial services company. She holds Series 7, 66
securities registrations, Life and Health Insurance licenses, the designation of
CERTIFIED FINANCIAL PLANNER® professional and Retirement IncomeCertified Professional®. Her responsibilities include advising, building investment plans, strategizing with clients, retirement plan administration, asset transfers, and cash management.
A native Charlottean and graduate of Charlotte Catholic High School, Julia received a Bachelor of Science from Appalachian State University. She serves on the board of the YMCA, enjoys morning workouts, practicing hot yoga and spending time with her husband, Rob, and friends and family.
California Insurance License #0M45745. Resident State NC.
Senior Vice President - Investments
Financial Advisor
CFP, RICP, CPM
- Series 7
- Series 66
- Life Insurance License of NC
- Health Insurance License of NC
- Appalachian State University
Kenefick Private Wealth Management of Wells Fargo Advisors in the fall of
2021. She has more than 23 years of experience in the financial services
industry and has primary responsibility for building and maintaining
comprehensive investment 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, 66 securities registrations, Life and Health
Insurance licenses, 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. She serves on the endowment
board for the YWCA of Central Carolinas. She is also a regular volunteer
with The Relatives, an organization helping homeless youth in the Charlotte area. She is a self-proclaimed foodie and enjoys cooking, traveling, learning, and spending time with friends and family.
California Insurance License #4335438. Resident State NC.
Financial Consultant
CFP
Private Wealth Management of Wells Fargo Advisors in 2021. He has
primary responsibility for trades and portfolio reporting and assists clients
with account operations, administration, and asset transfers.
Ty started his financial services career as an intern at Wells Fargo Advisors
while in college and was given the opportunity to join the company upon
graduation. Ty is passionate about big-picture wealth management and
enjoys finding ways to help clients.
Ty is originally from Charlottesville, Virginia. He graduated from Virginia
Tech with a Bachelor of Science degree in Finance and Accounting. He holds
the SIE, Series 7, Series 66 securities registrations, Life and Health Insurance
licenses, and Levels I and II of the Chartered Financial Analyst certification.
He enjoys traveling, sports, and spending time on Lake Norman with family
and friends.
California Insurance License #4185744. Resident State NC.
Client Performance Analyst
CFA
At TillotsonKenefick, Anna’s responsibilities include researching customized financial strategies to help enhance clients’ opportunities for retirement, and helping families align financial decisions with their long-term goals and values.
Anna holds her Series 7 and 66 registrations, as well as her Life, Health, and Medicare/Long Term Care insurance licenses.
She earned her Bachelor of Science in Mathematical Business from Wake Forest University and is happy to be back in North Carolina. Outside of work, Anna enjoys playing guitar, spending time with her rescue dog, Mandy, and trying new restaurants and coffee shops.
California Insurance License #4495873. Resident State NC.
Financial Consultant
CFP
- SIE
- Series 7
- Series 66
- Life Insurance of North Carolina
- Health Insurance of North Carolina
- Wake Forest University
Jack's primary roles and responsibilities include assisting clients with their account maintenance, asset movements, trade execution, meeting preparation, onboarding, and insurance administration. In his free time, Jack enjoys golfing, reading, cooking, and spending time with friends and family. He is also an avid hockey fan and likes to watch his brother's professional games.
California Insurance License #4496678. Resident State NC.
Registered Client Associate
- SIE
- Series 7
- Series 66
- Life Insurance for NC
- Health Insurance for NC
- The University of Minnesota-Duluth
Management of Wells Fargo Advisors after building a foundation in
financial services, operations, and client support within Wells Fargo's
Commercial Banking and Corporate & Investment Banking divisions. A
Charlotte native, she graduated from the University of North Carolina at
Chapel Hill's Kenan-Flagler Business School with a Bachelor of Science in
Business Administration.
At TillotsonKenefick, Virginia supports day-to-day client service, helping
each client interaction run smoothly and efficiently. She holds her SIE and
continues building her expertise in financial services. Virginia is active in the
community through professional and volunteer organizations, and outside of
work she enjoys spending time with family and friends, playing tennis,
cooking, and teaching mahjong.
Client Associate
- The University of North Carolina at Chapel Hill