2015 Advisor Network Summit
 
Juli McNeely CFP, CLU, LUTCF

Title
President, NAIFA
Company
Financial Representative, McNeely Financial Services
Bio
Prior to a 5 year period in the banking industry, Juli joined McNeely Financial Services in 1996 but grew up around the insurance and financial services industry. She now owns and operates the firm that her father started 45 years ago, specializing in the areas of retirement planning, business continuity and estate planning. Juli has a Bachelor of Science degree in Marketing from Northwestern College in Roseville, MN. She has earned the Life Underwriters Training Council (LUTCF), Certified Financial Planner (CFP) and the Chartered Life Underwriter (CLU) designations. She is professionally affiliated with the National Association of Insurance and Financial Advisors (NAIFA) and as of September 2014 serves as the National President. This is a position that, until now, has never been held by a female. Juli also holds the Series 7 and 63 securities licenses through SII Investments Inc. Juli is a qualifying member of MDRT and a member of WIFS. In 2011, Juli was the recipient of the NAIFA Wisconsin A. Jack Nussbaum Distinguished Service Award. In 2013, Juli was named one of the "Top 20 Women You Need to Know" in insurance by LifeHealthPro. Juli lives in Spencer, WI and proudly serves Main Street America.