Directory
>
Phil Simonides Cfp
Phil Simonides Cfp
Executive Vice President & Certified Financial Planner | McAdam Financial
Vienna, Virginia, United States
Phil Simonides Cfp
Summary
Phil Simonides is an accomplished Executive Vice President at McAdam Financially Advanced, where he combines his extensive expertise in finance and leadership to drive organizational growth and development. With a strong background in financial planning, investments, and wealth management, Phil has a proven track record of mentoring financial advisors and leading leadership initiatives across multiple locations. His career spans over three decades in the financial services industry, during which he has held various senior roles including Group Vice President and Senior Financial Advisor. Phil is passionate about providing advanced financial strategies and fostering leadership talent within the industry. He holds a Certified Financial Planner designation and is committed to helping clients navigate complex financial landscapes. Based in Vienna, Virginia, Phil is well-respected in his field and continues to influence the next generation of financial professionals.
Phil Simonides Cfp
Work Experience
Executive Vice President & Certified Financial Planner at
McAdam Financial
January 2024 - Present
Senior Vice President & Certified Financial Planner at
McAdam Financial
February 2017 - January 2024
Group Vice President at
Mcadam Financially Advanced
October 2014 - February 2017
Registered Principal at
Ing Financial Partners
February 2011 - October 2014
Complex Director & Senior Financial Advisor at
Ameriprise Financial Services, LLC
March 2009 - February 2011
Field Vice President at
Ameriprise Financial Services, LLC
September 1999 - March 2009
District Manager and Managing Principal at
AMERICAN EXPRESS FINANCIAL ADVISORS
July 1990 - September 1999
Personal Financial Advisor at
Ids Financial Servicesamerican Express
November 1988 - July 1990
Phil Simonides Cfp
Education
College for Financial Planning, Cfp
January 1992 - January 1994
January 1983 - January 1987
Frequently Asked Questions about Phil Simonides Cfp
What is Phil Simonides Cfp email address?
Phil Simonides Cfp's primary email address is **************@mcadamfa.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Phil Simonides Cfp work for?
Phil Simonides Cfp is a Executive Vice President & Certified Financial Planner at McAdam Financial, a company specializing in Monetary Authorities-Central Bank.
Where Phil Simonides Cfp graduated from?
Phil Simonides Cfp holds a degree in Certified Financial Planner from College for Financial Planning.
How can I directly contact Phil Simonides Cfp?
To contact Phil Simonides Cfp directly, you can use the email address **************@mcadamfa.com. Complete contact information is available upon registration with Muraena.
Who is Phil Simonides Cfp?
Phil Simonides is an accomplished Executive Vice President at McAdam Financially Advanced, where he combines his extensive expertise in finance and leadership to drive organizational growth and development. With a strong background in financial planning, investments, and wealth management, Phil has a proven track record of mentoring financial advisors and leading leadership initiatives across multiple locations. His career spans over three decades in the financial services industry, during which he has held various senior roles including Group Vice President and Senior Financial Advisor. Phil is passionate about providing advanced financial strategies and fostering leadership talent within the industry. He holds a Certified Financial Planner designation and is committed to helping clients navigate complex financial landscapes. Based in Vienna, Virginia, Phil is well-respected in his field and continues to influence the next generation of financial professionals.
Phil`s contact details
**************@mcadamfa.com
******************@ampf.com
Colleagues
Senior Vice President
Vice President / Team Lead
Vice President
Vice President
President & CEO
Senior Vice President
Vice President of Advisor Development - Team Lead
Vice President
Vice President
Vice President