McAdam Financial
Phil Simonides, CFP has over 30 years of experience in the financial services industry. Phil most recently worked at McAdam Financial as a Senior Vice President and Certified Financial Planner, where they led Leadership Development for the firm nationwide. Prior to that, Phil held various roles at McAdam Financially Advanced and ING Financial Partners. Phil also worked at Ameriprise Financial Services as a Complex Director & Senior Financial Advisor and as a Field Vice President. Earlier in their career, Phil served as a District Manager and Managing Principal at American Express Financial Advisors (now Ameriprise) and as a Personal Financial Advisor at IDS Financial Services/American Express.
Phil Simonides, CFP received their BA in Economics from Middlebury College from 1983 to 1987. Later, they attended the College for Financial Planning from 1992 to 1994, where they obtained their certification as a Certified Financial Planner (CFP) in July 1994.
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McAdam Financial
Being Financially Advanced™ requires a whole new level of thinking and doing. At McAdam, we’ve completely reinvented the concept of financial advice to take you and your future to a whole new level. Unlike most advisors, we go beyond the traditional focus on your personal and financial life. We alsoconsider an additional, more important driverof your financial picture—your profession. Years of research and experience have taught us that your profession — what you do, where you do it and how you do it — has the greatest influence on your finances and future.That’s why McAdam designed it as the core foundation of our proven Advanced Advisory Model™. With one of the largest financial networks in the country that includes hundreds of advisors across five offices, our integrated platform of services, tools and experience helps put your financial picture into better focus. It isn’t just a small step forward in financial advice—it’s Financially Advanced™McAdam was named one of the 2017 "Inc.5000 Fastest Growing Private Companies in America" as well as being named to the "Top 50 Fastest-Growing Firms" in the RIA industry by FA Magazine for 2017. Please visit McAdam at www.McAdamFA.com for more information about our services. Anyone interested in exploring a rewarding career as a financial advisor is encouraged to contact McAdam and apply online.