About Juli

Juli McNeely, LUTCF, CFP, CLU, is president of McNeely Financial Services in Wisconsin, founded by her father in 1974. In 1996, Juli entered the financial services industry. She is a Past President of the National Association of Insurance and Financial Advisors (NAIFA), having served as the institution’s first female national president. She is also an active 13 year member of the industry’s Million Dollar Round Table.

Juli was named 2015 Women in Insurance and 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.

Taking her passion for the financial services industry to launch a consulting practice allows her to share her experience and knowledge with those serving consumers on Main Street America.