About Us / Our Leadership

More than just a small step forward in financial advice – It’s Financially AdvancedTM

Phil Simonides, CFP®

Senior Vice President
Tyson’s Corner, VA

Phil Simonides, CFP®, is the Senior Vice President at McAdam and a member of the Executive Team based at the firm’s Washington, D.C. office. Phil oversees the Washington, D.C. metro, Central New Jersey, Chicago and Boston offices, is the head of Sales and Marketing and also spearheads the Leadership Development Program at the firm.

Simonides serves as a spokesman for the firm, having appeared in media outlets such as The Wall Street Journal, CNBC, Bloomberg Radio, InvestmentNews and Financial Advisor magazine. He is a regular contributor to the Kiplinger’s Wealth Creation platform.

He joined McAdam in 2011 after spending the majority of his 28-year career at Ameriprise Financial, most recently serving as Complex Director for Washington, DC Metropolitan area. While at Ameriprise he was a Senior Financial Advisor in the firm’s Advanced Advisor Group and most notably also won the coveted Outstanding Leader Award for Field Vice Presidents in 2008.

Phil is a graduate of Middlebury College. He lives in Great Falls, Va. with his wife and three children. He is an avid tennis player and golfer, and devotes considerable time to his community, where he serves on youth sports boards, coaches youth sports and assists many local and national charitable organizations in their fundraising efforts.

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Philadelphia1880 JFK Blvd.
Suite 1600
Philadelphia, PA 19103
215-399-9350
  •  Tysons Corner7918 Jones Branch Drive
Suite 100
Tysons Corner, VA 22102
703-677-9300
  •  Chicago230 West Monroe Street
Suite 2560
Chicago, IL 60606
312-509-4500
  •  Boston84 State Street
Suite 1040
Boston, MA 02109
857-263-7759
  •  Central New Jersey485 Route 1 South
Building E | Suite 100
Iselin, NJ 08830
201-435-1020

IMPORTANT DISCLOSURE INFORMATION

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC
Headquartered at 18 Corporate Woods Blvd., Albany NY 12211.
Purshe Kaplan Sterling Investments and McAdam LLC are not affiliated companies.
Investments through PKS or RIA are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL • NOT INSURED BY ANY STATE OR FEDERAL AGENCY