Boston
Parker Moody, CFP®
Vice President, Team Lead
“It never hurts to talk with someone about your financial progress. Whether you’re behind or ahead, clueless or a do-it-yourself person, talking through your financial plan can help you improve your financial health.”
Parker knows that every financial plan is unique to the person it is designed for, so he takes the time to get to know his clients, learning about their goals and the things that can impact their financial health. From there, he works to boil down the information into accessible action steps for his clients.
Parker leads the Senior Manager team in Boston, providing expert financial planning guidance developed over nearly a decade of working with clients of all types and by becoming a CERTIFIED FINANCIAL PLANNER™ professional. He also holds insurance licenses for health, life and annuity — in addition to passing the Series 66 securities exam. Before joining McAdam, Parker graduated from Amherst College in 2014, where he captained the swim and dive team while double majoring in economics and physics.
Parker is newly married to Jackie, and they live in Andover, Massachusetts, where they have a cat named Jinxie. Parker enjoys the outdoors and loves to stay active, using hiking and camping in northern New England as his favorite exercise of choice. He is also a trail runner and skis whenever the chance arises.
Joe MacDonald, CRPC®
Senior Vice President
As a Chartered Retirement Planning Counselor℠ (CRPC®), Joe focuses on clear communication as he shares effective ways for clients to reach their retirement goals. He meets with clients for financial planning, asset management and insurance consulting, among other services.
Joe grew up in Pepperell, Massachusetts, and learned the value of hard work from his father. Not only did Joe's father work seven days a week to provide for his private high school and college educations, but he also set an example of perseverance and community values, which Joe considers permanently part of his own DNA. Since graduating from Middlebury College, Joe has worked hard to give back by helping his fellow citizens and neighbors achieve their financial goals.
Joe learned from his mother to welcome every interaction as a chance to make someone’s day a little bit brighter. Joe always knew he wanted to work hard to improve people’s lives and make his parents proud.
A lifelong resident of Massachusetts, Joe has lived in Boston for over six years. Away from the office, he enjoys reading historical fiction, traveling (mostly to someplace warm) and keeping his athletic past alive through exercise and competing on the golf course. He has also coached youth baseball in his community.
Phil Simonides, CFP®
Executive Vice President, CERTIFIED FINANCIAL PLANNER® Professional
Empowering individuals and businesses to achieve long-term financial security is Phil's passion. With over 35 years of experience, he's a trusted advisor known for his strategic thinking and unwavering commitment to client success.
Phil focuses on crafting personalized financial plans tailored to your unique goals and risk tolerance. Phil works closely with you to:
- Craft your financial master plan. Leveraging his experience in retirement planning, wealth preservation and growth, tax efficiency, and estate planning, Phil designs a roadmap tailored to your goals and securing your future. He can also help you tackle volatile markets with Safe Money Strategies, offering solutions that guarantee your principal remains protected.
- Simplify the complicated. Phil thrives on helping clients navigate even the most complex financial situations. Whether it's managing market volatility or optimizing your tax strategy, he'll guide you through every step to ensure you keep more of your hard-earned savings.
- Encourage sound decision-making. Clear communication is paramount for Phil. He ensures you understand the financial landscape and feel confident about your choices. His most important deliverable is confidence.
Beyond his list of credentials - such as being a CERTIFIED FINANCIAL PLANNER® professional, holding eight securities licenses including the fiduciary (Series 65) license, and Life & Health Insurance licenses - Phil is also:
- A recognized industry leader. His insights have been featured in Kiplinger, The Wall Street Journal, Bloomberg Radio, CNBC, Investment News, and more. His book, "Spend, Protect, Grow," reveals how to derisk your retirement to achieve your dream lifestyle.
- A philanthropist at heart. Phil actively gives back to the community, donating time and raising millions in support of many local and national charities.
An avid athlete. When not helping clients achieve their financial goals, Phil enjoys tennis, golf, and more recently, pickleball.
