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Jana Lisle Parham

CFP®, CIMA®, CPWA®,CEPA® Private Wealth Advisor at UBS Private Wealth Management

Jana Lisle Parham is a Senior Vice President–Wealth Management and Financial Advisor at UBS Financial Services Inc.123 She has been practicing financial planning since 1996, focusing on women and business owners.1 Her LinkedIn username is jana-lisle-parham-41b6454.

Jana's planning process is methodical and thorough, embracing the personality and circumstances of each client, and focusing on both present and future financial needs.13 She helps clients craft and achieve financial plans that support their purpose.1 Jana is passionate about educating and empowering women and future generations regarding their finances, and helping them use their wealth as a tool for the life they desire for themselves and others.1 She leads a team of seven, four of whom are women.1

Jana earned the Certified Financial Planner™ designation in 1999.13 She studied at the Booth School of Business at the University of Chicago while earning her Certified Private Wealth Advisor® and Certified Exit Planning Advisor® designations and also holds her CIMA®.13 She earned her Chartered Special Needs Planning Consultant designation in 2023.3 Jana graduated Phi Beta Kappa as a Senior Scholar from the University of Arkansas in 1984.13 She has built a reputation as a highly experienced planner for high-net-worth families and is one of a select group of UBS employees recognized as Wealth Advisors.13 In 2016/2017, she co-chaired the Financial Advisor Advisory Council, a group of 15 UBS Financial Advisors throughout the U.S.3

Jana’s passion for aging issues led her to serve on the board of Fifty Forward (formerly Senior Citizens).1 She served as president of the Fifty Forward Endowment as well as Breakfast Club of Nashville and is the incoming President of the Estate Planning Council of Middle TN. She serves on the board of the West End Home Foundation.1

Highlights

Mar 13 · linkedin

Super Tuesday results, polling accuracy, and No Labels. John Savercool, Head of the UBS Office of Public Policy, explores what voters should pay attention to in the coming weeks that could impact the November election. https://ubs.gv6.co/lw8rh4 #UBSInvestorWatch

Mar 13 · linkedin

Congrats to Nick Deidiker, one of only 50 advisors at UBS to be named a 2024 UBS Rising Advisor! This elite group of professionals are the highest percentage growth advisors in the firm with 8 or fewer year industry length of service. Achieving that growth trajectory is an outcome of Nick’s dedication, “old soul” approach, legal acumen, compassion, and willingness to go the extra step. Few advisors have the mix of empathy and technical expertise Nick possesses. I am so proud to work with him every day. He makes our team, and me, better.

Related Questions

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Jana Lisle Parham
Jana Lisle Parham, photo 1
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Location

Nashville, Tennessee, United States