Tysons Corner
Victoria Pazzalia, CRPC®
Senior Vice President, Financial Advisor
Meet Victoria, Chartered Retirement Planning Counselor™ – a University of Virginia graduate with a double major in economics and psychology. This unique background fuels her passion for empowering individuals and families to make informed decisions about their financial future.
Victoria understands that financial planning isn’t just about crunching numbers; it’s about navigating the exciting and sometimes overwhelming journey toward financial freedom. With a proven track record of guiding clients through complex financial situations, Victoria crafts personalized solutions that help ensure their financial needs are met, their future is secured, and their aspirations are realized.
Whether you’re a recent retiree, a professional nearing retirement, or somewhere in between, Victoria is here to listen, understand, and guide you on your path. Her understanding of economics allows her to navigate the financial landscape, while her background in psychology helps her tailor strategies to your individual circumstances.
Victoria leverages her skillset to:
- Develop personalized financial plans. She crafts strategies aligned with your specific goals and risk tolerance.
- Navigate complex financial situations. Victoria has the expertise to address your retirement planning, wealth management, tax, and insurance needs.
- Empower informed decision-making. With clear communication, she ensures you understand the financial landscape and feel confident about your choices.
Beyond the numbers, Victoria enjoys road trips, catching sporting events with her husband, listening to podcasts, cooking, and expressing her creativity through arts and crafts. Victoria is also a proud dog and cat mom.
Phil Simonides, CFP®
Executive Vice President
As a Executive Vice President, Phil has been intimately involved with the branding, expansion and leadership development of McAdam. A CERTIFIED FINANCIAL PLANNER™ professional, Phil is passionate about helping you grow your wealth — and preserve it. He works primarily with high net worth executives and entrepreneurs who are looking for retirement and income planning, wealth management, tax diversification, divorce settlement planning, and estate planning.
Phil got his start in the financial services industry in 1988 and joined McAdam in 2011. To date, he has worked on literally thousands of financial planning cases in his career. With so much market uncertainty these days, Phil is particularly focused on Safe Money Strategies — asset management solutions that offer no possible loss of principal and are specifically designed for use in volatile markets.
“At McAdam, I’m known as the guy that helps you keep more of what you’ve already made, whether it be through wealth preservation or creative income tax planning solutions,” Phil says.
Phil has been featured in such media outlets as The Wall Street Journal, CNBC, Bloomberg Radio, Investment News and Financial Advisor magazine. He is also a regular contributor to the Kiplinger’s Wealth Creation platform.
Phil graduated from Middlebury College. He and his wife have three adult children and live in Great Falls, Virginia.
An avid golfer, tennis player and pickleball player, Phil also has coached many youth sports throughout his lifetime. What’s more, he’s spent over 23 years serving as a charity auctioneer, event emcee, and board member of several local and national charitable organizations. To date, he has raised nearly $2 million from live auctioneer activities alone.
