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2026 4th Quarter: Pragmatism

2025 3rd Quarter:  How Much More Fun Can We Have?


2026 Forbes Best-in-State Wealth Management Teams1


2026 Forbes Top Women Wealth Advisors Best-in-State2

Awarded to Marcia Tillotson, Managing Director - Investments, PIM Portfolio Manager, and Joy Kenefick, RICP®, Managing Director - Investments, PIM Portfolio Manager


2026 Forbes Best-in-State Wealth Advisors3

Awarded to Marcia Tillotson, Managing Director - Investments, PIM Portfolio Manager, and Joy Kenefick, RICP®, Managing Director - Investments, PIM Portfolio Manager

Soup On Sunday charity event benefiting VIA Health Partners, formerly Hospice & Palliative Care - Charlotte Region

All-In to Fight Cancer's Texas Hold'em Fundraiser event

1 2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams. View Additional Disclosures.
2 2026 Forbes Top Women Wealth Advisors Best-in-State: Awarded in February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com) View Additional Disclosures.
3 2026 Forbes Best-In-State Wealth Advisors; Awarded in April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). View Additional Disclosures.