Philip Adra
- Role
- Wealth Management Advisor at Northwestern Mutual
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Philip Adra
Simplifying and Coordinating Your Financial Life to Help You More Visibly Connect Your…
Experience
Wealth Management Advisor
Jul 2009 — Present
Working together, I can help you identify your financial goals and objectives and develop a multifaceted strategy designed to achieve them. I establish lasting relationships with clients by working as their advocate and accountability partner, helping them make the necessary financial decisions they otherwise may not make on their own. Conversations with my clients typically revolve around putting together a long-term financial game plan that encompasses managing investments, mitigating risk, and saving money tax efficiently.
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