Community Involvement

  • LSU Foundation National Board
  • Alex's Lemonade Stand sponsor
  • CURE Childhood Cancer sponsor
  • No Longer Bound sponsor
  • North Atlanta Business Alliance
  • North Fulton Community Charities sponsor
  • Modern Chivalry Men Board Member
  • Member of NAIFA Atlanta

As an LSU alumni and member of the LSU Foundation's National Board of Directors, Phil Adra is passionate about giving back to his alma mater.  He and his family were strategic in making the “biggest gift possible.” As a seasoned financial planning professional, Phil has the background to be creative and think outside the box.  He purchased a permanent life insurance policy and named LSU as the owner and beneficiary. The premiums are tax-deductible and none of the proceeds are taxable under IRS life insurance rules.

“LSU Foundation's mission is to serve as a catalyst in supporting transformational philanthropic efforts," says Phil.  "My family's endowment creates multiple scholarships for Georgia and Louisiana high school students to help expand LSU’s national footprint."

LSU National Board photo
LSU National Board photo

Phil Adra, CFP®, CPA, CLU®, CLTC®
Wealth Management Advisor


Four Corners Wealth Management

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck