Phil Simonides Email & Phone Number
Executive Vice President and Certified Financial Planner @ McAdam Financial
Phil Simonides Location
Vienna, VA, US
Phil Simonides Work
- 2024 - now Executive Vice President and Certified Financial Planner @ McAdam Financial
- 2017 - 2024 Senior Vice President and Certified Financial Planner @ McAdam Financial
- 2014 - 2017 Group Vice President @ McAdam Financial
- 2011 - 2014 Registered Principal @ ING Financial Partners (later re-branded to McAdam)
- 2009 - 2011 Complex Director and Senior Financial Advisor @ Financial Services Company
- 1999 - 2009 Field Vice President @ Financial Services Company
- 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
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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