
Juli Y. McNeely
Juli Y. McNeely, CFP, CLU, is an owner of Financial Clarity by Design, an independent firm founded by her father, and the owner of a personal coaching practice, Juli McNeely Consulting LLC. She is a 19-year member of the Million Dollar Round Table.

September 28, 2026
3 Common Mistakes in High-Net-Worth Annuity Planning
August 04, 2016
Building confidence takes time
August 04, 2016
Building confidence takes time
December 10, 2014
