Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Juli McNeely Consulting

No Necktie Needed

Does someone else define and measure success for you?

Chronicling her experiences in two decades as a financial advisor and owner of McNeely Financial Services, in Spencer, Wisconsin, Juli McNeely is the only female past president of the prestigious 126-year-old NAIFA (National Association of Insurance and Financial Investors) organization, a position to which she was elected in 2014.

Written in her candid, incisive, no-holds-barred style, No Necktie Needed: A Woman’s Guide to Success in Financial Servicesmakes the industry accessible to women in search of a strong work-life balance and who seek to define and measure success by their own standards.

Learn more