Phil Simonides Email & Phone Number
Executive Vice President and Certified Financial Planner @ McAdam Financial
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Phil Simonides Location
- Vienna, VA, US
Phil Simonides Work
- 2024 -now Executive Vice President and Certified Financial Planner @
- 2017 -2024 Senior Vice President and Certified Financial Planner @
- 2014 -2017 Group Vice President @
- 2011 -2014 Registered Principal @ ING Financial Partners (later re-branded to McAdam)
- 2009 -2011 Complex Director and Senior Financial Advisor @
- 1999 -2009 Field Vice President @
- 1990 -1999 District Manager and Managing Principal @ American Express Financial Advisors (later re-branded to Ameriprise)
- 1988 -1990 Personal Financial Advisor @ IDS Financial Services/American Express (later re-branded to American Express Fi
Phil Simonides Education
- College for Financial Planning
CFP (Certified Financial Planner)
1992-1994 - Middlebury College
BA (Economics)
1983-1987
Phil Simonides Skills
- Life Insurance
- Retirement Planning
- Tax Planning
- Leadership
- Retirement
- Finance
- Wealth Management
- Investments
- Financial Services
- Financial Planning
- Mutual Funds
- Management
- Financial Analysis
- Team Building
Phil Simonides Summary
- Phil Simonides, based in Vienna, VA, US, is currently a Executive Vice President and Certified Financial Planner at McAdam Financial. Phil Simonides brings experience from previous roles at McAdam Financial, McAdam Financially Advanced™, ING Financial Partners (later re-branded to McAdam) and Ameriprise Financial Services, Inc.. Phil Simonides holds a 1992 - 1994 CFP in Certified Financial Planner @ College for Financial Planning. With a robust skill set that includes Life Insurance, Retirement Planning, Tax Planning, Leadership, Retirement and more. Phil Simonides has 2 emails and 1 mobile phone numbers on RocketReach.
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