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Phil Simonides Cfp

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Phil Simonides Cfp

Executive Vice President & Certified Financial Planner | McAdam Financial

Vienna, Virginia, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Phil Simonides Cfp

Work Experience

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Executive Vice President & Certified Financial Planner at

McAdam Financial

January 2024 - Present

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Senior Vice President & Certified Financial Planner at

McAdam Financial

February 2017 - January 2024

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Group Vice President at

Mcadam Financially Advanced

October 2014 - February 2017

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Registered Principal at

Ing Financial Partners

February 2011 - October 2014

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Complex Director & Senior Financial Advisor at

Ameriprise Financial Services, LLC

March 2009 - February 2011

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Field Vice President at

Ameriprise Financial Services, LLC

September 1999 - March 2009

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District Manager and Managing Principal at

AMERICAN EXPRESS FINANCIAL ADVISORS

July 1990 - September 1999

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Personal Financial Advisor at

Ids Financial Servicesamerican Express

November 1988 - July 1990

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Phil Simonides Cfp

Education

College for Financial Planning, Cfp

January 1992 - January 1994

Middlebury College, Ba

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

mail

**************@mcadamfa.com

******************@ampf.com

Colleagues

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Cfp Shane Sweigart

Senior Vice President

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Cfp Parker Moody

Vice President / Team Lead

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Robert Stark

Vice President

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Michael Mcadam

President & CEO

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Cfp Kristen Koonce

Senior Vice President

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Awma Morgan Murphy Iv

Vice President of Advisor Development - Team Lead

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Bob Carroll

Vice President

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