Sheryl Hickerson, CEO & Founder of Females and Finance, sits with longtime friend, mentor, and member of the Females and Finance community - Juli McNeely - to talk about growing our financial service professional base, the need for better business coaching for advisors, and Juli's background of being a Second Generation Advisor, former President of NAIFA, as well as her consulting work, too.
ABOUT JULI MCNEELY...
Juli joined the firm, formerly McNeely Financial Services, Inc. in 1996 after working in the banking industry for five years. Juli and her team changed the business name to Financial Clarity by Design in 2022. Juli specializes in the areas of retirement planning, education funding, business continuity planning and estate planning. Her clientele consists of business owners, individuals, married couples and successful professionals. Juli has a Bachelor of Science degree in marketing from Northwestern College. She is professionally affiliated with National Association of Insurance and Financial Advisors (NAIFA), where she serves as the National Past President.
Licenses & Credentials:
• CERTIFIED FINANCIAL PLANNER™ certification
• Charter Life Underwriter (CLU)
• Life Underwriters Training Council Fellow (LUTCF)
• Series 7 and 63 securities registrations through Woodbury Financial.
Juli enjoys travel and spending time with family and friends.
Financial Clarity by Design, formally McNeely Financial Services, offers comprehensive strategies through a spectrum of financial services. From growing your wealth to planning for your family’s future, Financial Clarity by Design is ready to lead you down the path to obtain those goals and dreams. Financial Clarity by Design can help you achieve your goals.
Contact Information for Juli McNeely
LinkedIn: https://www.linkedin.com/in/juli-mcneely/
Website: https://www.financialclaritybydesign.com/
Amazon: https://amzn.to/3Wi3Vfj