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Senior Vice President
Phil Simonides, CFPÂ®, 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.
Sure, diversifying is a good idea for investors, but unless part of your diversification strategy is based on how your investments are taxed, you could be missing out in retirement.
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