Advisors Excel's Annual Event Raises $1.7 Million for Charitable Causes

Advisors Excel's Generous Fundraising Efforts



In a remarkable show of corporate social responsibility, Advisors Excel successfully raised a total of $1.7 million during its recent World Series of Success event. This impressive achievement came in collaboration with over 550 financial professionals nationwide, who gathered in Kansas City for the two-day event.

The funds collected will support four notable nonprofit organizations: Folds of Honor, The V Foundation for Cancer Research, Camp Southern Ground, and The Jones Project. Each of these organizations plays a vital role in addressing crucial needs within the community and beyond.

Overview of Beneficiaries



1. Folds of Honor


Founded to provide educational scholarships to the families of fallen and disabled servicemembers, Folds of Honor has been a beacon of hope for countless families. With a commitment to diversity, 45% of its scholarships are allocated to minorities, thus ensuring that educational opportunities are available to underrepresented communities.

2. The V Foundation for Cancer Research


Established in 1993 by ESPN and esteemed basketball coach Jim Valvano, The V Foundation has committed nearly $400 million towards pioneering cancer research. Uniquely, this foundation guarantees that 100% of direct donations received directly fund research initiatives and programs, making every contribution impactful.

3. Camp Southern Ground


Launched by Grammy-winning artist Zac Brown, Camp Southern Ground provides transformative experiences and support aimed at youth and veterans. Nestled in Georgia, this facility combines innovative programs with a vibrant community to foster growth and resilience among its participants.

4. The Jones Project


Founded in 2022 by Coach Damon Parker in memory of his late teammate Josh Jones, The Jones Project aims to raise mental health awareness. By utilizing engaging presentations and actionable strategies, the project seeks to educate students and teachers in Kansas about the importance of mental wellbeing.

A Culture of Giving Back


In reflecting on the event, Cody Foster, Co-Founder of Advisors Excel, articulated the profound significance of merging professional development with philanthropic endeavors. He noted, "Our annual World Series of Success event is the perfect venue to celebrate not just our advisors' successes but also lift up nonprofits so they can continue their mission of helping people across the country."

The history of giving by Advisors Excel dates back to 2008, with the organization and its network of advisors raising approximately $9.4 million for various charitable causes. Last year alone, nearly $1.36 million was donated to St. Jude Children's Research Hospital.

Commitment to the Community


The continuous support from Advisors Excel signifies a dedicated commitment to creating positive community change. As Larry Robinson, Chief Impact Officer of Folds of Honor, expressed appreciation for the partnership, he highlighted the ongoing impact of Advisors Excel's generosity.

As the organization marks its 20th anniversary, it has redefined the role of marketing organizations in supporting independent financial advisors. The unique philosophy of helping a select group of advisors has fueled unprecedented growth and influence within the industry.

Current figures show that Advisors Excel boasts approximately 590 advisors, collectively achieving $22 billion in annuity, Medicare, and life insurance production. Additionally, its Registered Investment Advisory Firm, AE Wealth Management, has seen substantial growth, managing over $34 billion in assets.

As Advisors Excel continues to lead by example, the effects of their fundraising initiatives will resonate through the nonprofit sector and beyond, paving the way for a brighter future for those in need.

Topics General Business)

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