Phil Simonides

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.