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Your Wealth, Managed to a Higher Standard

Our firm was created to serve investors like you. We have earned the Private Wealth Financial Advisor (PWFA) title, which recognizes a focus on serving clients with complex needs.

We will customize a plan for your wealth, backed by institutional resources reserved for those with high incomes and net worth.

Tillotson Kenefick Private Wealth Management of Wells Fargo Advisors

Tillotson Kenefick Private Wealth Management of Wells Fargo Advisors is a financial advisory practice established in January of 2000 in Charlotte, NC. Tillotson Kenefick 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.

Over 75 years of combined investment experience and training, servicing individual families, business owners, and non-profit organizations.

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 (https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#forbes)
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 (https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#forbes)
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). 2025 Forbes Best-In-State Wealth Advisors; Awarded in April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24. 2024 Forbes Best-In-State Wealth Advisors; Awarded in April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded in April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded in April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded in February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded  in January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded  in February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. View Additional Disclosures. (https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#forbes)
4 2022 Forbes Top Women Wealth Advisors: Awarded in February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21 (Source: Forbes.com). 2021 Forbes Top Women Wealth Advisors: Awarded in March 2021; Data compiled by SHOOK Research LLC based on the time period from 9/30/19 - 9/30/20. 2020 Forbes Top Women Wealth Advisors: Awarded in April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19. 2019 Forbes Top Women Wealth Advisors: Awarded in April 2019; Data compiled by SHOOK Research LLC based on the time period from 9/30/17 - 9/30/18. View Additional Disclosures. (https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#forbes)
5 2021 Working Mother’s Top Wealth Advisor Moms: Awarded in October 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Workingmother.com). 2020 Working Mother’s Top Wealth Advisor Moms: Awarded in September 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20. 2019 Working Mother’s Top Wealth Advisor Moms: Awarded in 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19. View Additional Disclosures. (https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#forbes)