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Senior Vice President
Phil Simonides, CFP®, is Senior Vice President at McAdam, where he oversees the firm's Washington, D.C., metro, New York City metro and Boston offices. As a member of the executive team, Simonides serves as the Chair of Advanced Planning at the firm, specializing in strategies for high net worth individuals and families, and business owners. He joined McAdam in 2011 after having spent the majority of his 27-year career at Ameriprise Financial.
To get an idea of where our tax rates could be going (and the opportunities that could be coming), compare and contrast the tax proposals floated by President Trump and the House GOP.
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