Skip to main content

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)