Juli McNeely
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Juli McNeely

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Juli McNeely, LUTCF, CFP, CLU, is president of McNeely Financial Services, which is located in Wisconsin and was founded by her father in 1947. She has been working in the financial services industry since 1996. She was the first female President of the National Association of Insurance and Financial Advisors (NAIFA), and she is an active 13-year member of the industry’s Million Dollar Round Table. She also runs her own consulting practice, Juli McNeely Consulting, which allows her to share her experience and knowledge with those serving consumers on Main Street America. Specializing in retirement planning, education funding, succession planning, and estate planning, she has presented her "Success on PURPOSE" talk to hundreds of industry professionals. Juli’s other accolades include being named the 2015 “Woman of the Year” by the Women in Insurance and Financial Services (WIFS) organization. NAIFA Wisconsin also awarded her the A. Jack Nussbaum Distinguished Service Award. She was designated one of the “Top 20 Women You Need to Know” in insurance by LifeHealthPro and has been interviewed by publications such as The Wall Street Journal, Investment News, Reuters, InsuranceNewsNet, and National Underwriter.
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