About Juli

Juli McNeely, LUTCF, CFP, CLU, is president of McNeely Financial Services in Wisconsin

Juli McNeely, LUTCF, CFP, CLU, is president of McNeely Financial Services in Wisconsin

A 21-year veteran of the financial services industry, Juli McNeely, LUTCF, CFP, CLU, is president of McNeely Financial Services in Wisconsin, founded by her father in 1974. She is immediate past president of the National Association of Insurance and Financial Advisors (NAIFA), having served as the 126-year-old institution’s first female president. She is also a member of the industry’s Million Dollar Round Table.

Specializing in retirement planning, education funding, succession planning, and estate planning, she has presented her “Success on PURPOSE” talk to hundreds of industry professionals. Named 2015 Women in Financial Services (WIFS) “Woman of the Year,” among her other awards and commendations is NAIFA Wisconsin’s 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 the Wall StreetJournal, Investment News, Reuters, InsuranceNewsNet, and National Underwriter.