Choreo's Charitable Contributions Making a Difference Across the Country
Engaging Team Game at Recent Event Raises Funds for 11 Charities
Choreo, LLC, an independent wealth management firm, recently showcased their commitment to community service by donating an impressive total of $12,500 to 11 different community organizations. This initiative was sparked by the OneChoreo national conference, where the firm’s advisors and team members united not just to build connections but also to have some fun in a competitive yet collaborative environment. The networking event provided a lively opportunity for team members to engage with each other while benefiting impactful non-profits nationwide.
Marissa Fox-Foley, the Chief Marketing and Communications Officer at Choreo, shared the firm’s passion for community support: "Investing in our communities is a fundamental part of Choreo's mission, and it helps us guide our clients in turning wealth into a sense of fulfillment. Many of our advisors and staff are dedicated volunteers, and we are delighted to support the incredible efforts being made in our communities through these contributions."
Crowning the Winning Team
The results of the event not only reflected Choreo's strong team spirit but also celebrated the company's charitable initiatives. The competition's winners channeled their enthusiasm for various causes by directing funds to non-profit organizations making a notable impact in their fields. Here are the team members that led the charitable donations:
- Kelly Feldman: Supported Ronald McDonald House Charities
- Jeremy Fisher: Contributed to St. Jude Children's Research Hospital
- Mike Giudici: Donated to the University of Iowa Stead Family Children's Hospital
- Cindy Judas: Supported the Animal Rescue League in Iowa
- Kevin Lors: Contributed to Valley Church
- Kitt Murphy: Donated to the 24 Foundation in Charlotte
- Mike Nicolini: Supported St. Thomas More Academy and Cultivate Food Rescue
- Zach Pearsall: Contributed to the Prenatal/Adolescent HIV/AIDS Ward at the Lurie Children's Hospital
- Todd Rowe: Donated to RoleModels University in Charlotte
- Carl Valerius: Supported the American Cancer Society
The Annual OneChoreo Conference
The OneChoreo conference was a significant three-day event that gathered advisors and staff for an inspiring agenda filled with opportunities for networking, education, and sharing valuable best practices. This annual meeting is a pivotal opportunity for the firm to strengthen relationships within the team and boost collaboration among members.
About Choreo, LLC
Choreo is committed to redefining the role of independent Registered Investment Advisors (RIA) in the wealth advisory industry. With over 40 locations across the country, the firm is dedicated to enhancing the well-being of clients, their families, and communities. Choreo’s experienced advisors work diligently to create and implement tailored solutions that address clients' financial needs, allowing them to focus on what truly matters most in their lives. Having over 20 years of experience and managing roughly $24.6 billion in assets, Choreo serves a robust customer base of over 7,000 clients.
Contact Media Inquiries
For media inquiries, please reach out to Joseph Kuo or Michael Dugan at Haven Tower Group. They can be contacted at 424-317-4851 or 424-317-4852 for additional information.
Frequently Asked Questions
What was the total donation amount made by Choreo?
Choreo donated a total of $12,500 to 11 community organizations.
What was the purpose of the OneChoreo conference?
The OneChoreo conference aimed to foster networking, education, and best practices among Choreo’s advisors and team members.
Who are some of the winners and the charities they supported?
Some of the winners included Kelly Feldman, who supported Ronald McDonald House Charities, and Jeremy Fisher, who contributed to St. Jude Children's Research Hospital.
What is Choreo's mission?
Choreo's mission focuses on investing in communities and helping clients translate their wealth into fulfillment.
How long has Choreo been serving clients?
Choreo has been in the financial advisory business for over 20 years, helping more than 7,000 clients.
