Phil Simonides Email & Phone Number
Executive Vice President and Certified Financial Planner @ McAdam Financial
Phil Simonides's Location
Vienna, VA, US
Phil Simonides's Work
- Executive Vice President and Certified Financial Planner @ McAdam Financial
- Senior Vice President and Certified Financial Planner @ McAdam Financial
- Group Vice President @ McAdam Financial
- Registered Principal @ ING Financial Partners (later re-branded to McAdam)
- Complex Director and Senior Financial Advisor @ Financial Services Company
- Field Vice President @ Financial Services Company
- District Manager and Managing Principal @ American Express Financial Advisors (later re-branded to Ameriprise)
- Personal Financial Advisor @ IDS Financial Services/American Express (later re-branded to American Express Fi
Phil Simonides's Education
- College for Financial Planning
CFP (Certified Financial Planner)
1992 - 1994 - Middlebury College
BA (Economics)
1983 - 1987
Phil Simonides's Skills
- Tax Planning
- Finance
- Management
- Wealth Management
- Retirement Planning
- Financial Planning
- Financial Analysis
- Mutual Funds
- Financial Services
- Team Building
Phil Simonides's Summary
Phil Simonides, based in Vienna, VA, US, is currently a Executive Vice President and Certified Financial Planner at McAdam Financial, bringing 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 Tax Planning, Finance, Management, Wealth Management, Retirement Planning and more, Phil Simonides contributes valuable insights to the industry. Phil Simonides has 1 email on RocketReach.
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