Joely Mauck

 

Senior Financial Advisor, LPL Financial

Joely K. Mauck is a Senior Financial Advisor with LPL Financial, the largest independent Broker/Dealer in the United States. Joely has been with LPL since 2009 and brings over 20 years of experience assisting all types of clientele with their financial planning and investment needs, including 401k and trust accounts.

Joely was awarded her Certified Financial Planner (CFP®) certificate in 1995, adding the Series 7, Series 63, Series 65, Life & Health, Long Term Care and Virginia Notary certifications soon after.

Prior to serving as Senior Financial Advisor at LPL, Joely was an associate with Charles Schwab & Co. for 8 years serving their Detroit and Ann Arbor Michigan offices until being promoted to the Washington DC office where she specialized in client asset management and customer relations.

Joely is a proud 1991 graduate of James Madison University, earning her B.B.A. in Finance with a minor in Economics. In her spare time, Joely was a member of the JMU cheerleading team and a Sigma, Sigma, Sigma Sorority member.

While at JMU, Joely met and married her husband, Trey Mauck. They are co-owners of Integrated Insurance Solutions, an insurance brokerage firm that was founded in 2000 and currently services over 5,000 individuals and businesses in 40 states. Together Joely and Trey have four amazing children, three of which are James Madison University students focusing their studies on CIS, Occupational Therapy and Finance. Their fourth child graduated from the University of Mary Washington with a bachelor’s degree in Business Administration.

Joely is extremely active in her community, fostering more than 27 dogs and volunteering with Wolf Trap Animal Rescue on a regular basis. She is on the board of the Catch a Lift Foundation that provides gym memberships and counseling to our military personnel upon their return from active duty deployments. With a passion for guiding individuals to be their own fitness best, Joely earned her Certified Personal Trainer License with the American Council on Exercise and is a Certified Nutritionist.

Joely is a member of the College of Business Board of Advisors.

Back to Top