In the Media

Check out the latest news from Advisors Excel.

Advisors Excel wins record number of regional advertising awards: Creative team brings home Best of Show award, 19 gold and 14 silver medals

April 4, 2022

The V Foundation for Cancer Research Receives $1 Million Gift

Partnerships Help Advisors Excel Grant Holiday Wishes

All-female financial planning team takes second place in national competition

Advisors Excel’s Amy Klotz Named to National Financial Services List

Advisors Excel Places 92 in Top 100 Fortune List

Advisors Excel Event Raises Nearly $1M for Folds of Honor

Employees Agree, Advisors Excel is a Great Place to Work®

$15,000 in Scholarships Aims to Encourage Minorities and Women to Pursue a Career in Financial Planning