You face opportunities and challenges at every stage of life: growing your family, buying a dream home, transitioning a business, starting a foundation or facing a loved one’s health concerns. We actively listen, embrace your expectations and come to understand the motivations and desires of each generation of your family. Then we help you set your plan, implement your strategy, monitor and update based on changes in your family’s lives. That’s how we help put you—and keep you—on the right track to meeting your goals.

Why clients choose us

Our deliberate planning approach is efficient and consistent: we design, execute and monitor an individual financial plan that drives your investment strategy

With our focus on accountability, we always put your interests first whether providing flat, fee-based financial planning or long-term planning and advisory service

We offer a high-touch, personalized client experience that offers proactive guidance at the intersection of family, business, finance and legacy

Parham 2023 - Approach

Private Wealth Management

As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of one of the world‘s leading wealth managers. Private Wealth Advisors serve many of the firm‘s largest relationships, providing extensive reach and the distinct advantage of the firm‘s global perspective, insights and resources.

A structured approach to wealth planning

Customized investment management

Personalized service

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • jana

    Jana Lisle Parham, CFP, CIMA, CPWA, CEPA, ChSNC®

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • AR
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • IL
    • IN
    • KY
    • LA
    • MA
    • MI
    • MN
    • MO
    • MS
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • WY

    Primary Focus

    – In-depth financial planning, emphasizing tax management

    – Multigenerational family office

    – Comprehensive leadership role for the client team of CPAs, attorneys, and trust officers

    – Marshalling team focus and internal/external resources on behalf of the client

     

    Wealth Management Philosophy

    Jana believes wealth planning is best achieved over a long-term client relationship, encompassing both present and future aspects of their lives. While her thorough planning process is informed by deep technical knowledge, it equally embraces the unique personality and concerns of each client. Discovering what is most meaningful to clients to help them achieve financial plans that support what gives them purpose is Jana’s passion.

    Family Wealth Advisors combines their boutique private planning services with the vast resources of the world’s largest wealth manager to serve the private banking, planning, investing, philanthropic and family office needs of ultra-high net worth families.

     

    Credentials and Education

    Jana is the founder of Parham | Deidiker Family Wealth Advisors. She earned her Certified Financial Planner™ (CFP®) designation in 1999, studied at the University of Chicago Booth School of Business to earn her Certified Private Wealth Advisor® and Certified Exit Planning Advisor designations, and holds her CIMA®. She earned her Chartered Special Needs Planning Consultant designation in 2023. Jana is one of a select group recognized as a UBS Private Wealth Advisor. In 2016/2017, she Co-Chaired the Financial Advisor Advisory Council, a group of 15 Financial Advisors in the U.S. Jana graduated Phi Beta Kappa, Senior Scholar, from the University of Arkansas in 1984.

     

    Community Involvement and Interests

    Jana has served on the boards of Fifty Forward and Nashville Public Television. She was president of Fifty Forward Endowment and Breakfast Club of Nashville and is the President of the Middle Tennessee Estate Planning Council.

     

    • Forbes America’s Top Women Wealth Advisors, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
    • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

      • Certified Exit Planning Advisor
      • CERTIFIED FINANCIAL PLANNER®
      • Certified Investment Management Analyst®
      • Private Wealth Advisor
      • Chartered Special Needs Consultant
      3102 West End Avenue
      Suite 500
      Nashville, TN 37203
      fwadvisors@ubs.com
      Jana Lisle Parham, CFP, CIMA, CPWA, CEPA, ChSNC®
      3102 West End Avenue,Nashville,TN,37203
    • ND22

      Nicholas Alan "Nick" Deidiker, CFP, CSRIC, EFC

      Senior Vice President–Wealth Management

      Financial Advisor

      • image
      • image
      • image
      • AL
      • AR
      • AZ
      • CA
      • CO
      • DC
      • DE
      • FL
      • GA
      • IL
      • IN
      • KY
      • LA
      • MA
      • MI
      • MN
      • MO
      • NC
      • NJ
      • NV
      • NY
      • OH
      • OR
      • RI
      • SC
      • TN
      • TX
      • VA

      Primary Focus

      – Multigenerational Estate & Philanthropic Planning

      – Family Office Solutions

      – Business Owner Resources

      – Investment & Tax Management

      – Institutional Consulting for: Endowments, Foundations, & Non-profits

       

      Wealth Management Philosophy

      Nick believes that comprehensive wealth planning is the best avenue to solve the estate, financial, risk, and tax challenges clients face.

      As your family, business, and wealth grow, you inevitably face more complex issues. Nick draws on extensive experience and the firm’s sophisticated solutions and global resources to help address challenges and opportunities. He combines the vast resources of the world’s largest wealth manager with the bespoke services of a boutique investment firm to best meet the needs of ultra-high net worth families, their businesses, and their philanthropic enterprises. His guiding priority is to help preserve and grow a client’s financial, family, and social capital so that each family’s legacy has a positive impact today, and for generations yet to come.

       

      Credentials and Education

      Nick is a Certified Financial PlannerTM (CFP®) and a licensed member of the Tennessee Bar. A Vanderbilt graduate and avid 'Dores fan, he has degrees in anthropology and political science and a JD from the University of Memphis' Cecil C. Humphreys School of Law. Nick is a select advisor at UBS authorized to work as an Institutional Consultant, serving Family Offices and institutional clients.

       

      Community Involvement and Interests

      Nick loves his community; he serves on the Board of the Nashville Symphony, as Treasurer and Secretary of Amputee Blade Runners, a graduate of Young Leaders Council, volunteers for Junior Achievement and Habitat for Humanity, and belongs to the Estate Planning Council and Phoenix Club of Nashville.

      He and his wife, Connie, live in Green Hills and outside of the office you can find them exploring Nashville's incredible culinary, cultural, music, and outdoor experiences.

       

      • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
      • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

          3102 West End Avenue
          Suite 500
          Nashville, TN 37203
          nick.deidiker@ubs.com
          Nicholas Alan "Nick" Deidiker, CFP, CSRIC, EFC
          3102 West End Avenue,Nashville,TN,37203
        • kirk 22

          Chris Kirk, CFP, CIMA

          Senior Wealth Strategy Associate

          • image
          • image
          • image
          • AR
          • AZ
          • CT
          • FL
          • KY
          • LA
          • MA
          • MN
          • NV
          • PA
          • TN
          • TX
          • VT

          Primary Focus

          – Investment due diligence, research, and analysis

          – Developing and implementing asset allocation and investment plans

          – Investment Tax management

           

          Wealth Management Philosophy

          Chris knows the best advice comes from careful analysis and attention to detail, from asset allocation to portfolio analysis, to life and long-term care insurance policy design. He is passionate about investigating minute details of the financial plan and portfolio. He believes this due diligence is a critical step in properly analyzing and creating an actionable path forward for clients. 

           

          Credentials and Education

          Chris harbors a lifelong love for analytics and strategy. While interning at UBS during college, he realized he had found his career path and uses his analytical skills today as the Senior Wealth Strategy Associate for Family Wealth Advisors.  He holds his Series 7 and 66 securities licenses, Tennessee life, health and accident insurance license, and studied at The Wharton School of the University of Pennsylvania while earning his CIMA® designation.  After completing his educational coursework through Pepperdine University, Chris obtained his CERTIFIED FINANCIAL PLANNERTM certification. He believes that continuing to learn is the way to become even more relevant and valuable to clients. Chris graduated from Belmont University with a Bachelor of Science in mathematics in 2008. 

           

          Community Involvement and Interests

          Chris serves as Treasurer and President-Elect on the FiftyForward Endowment board, and is the past Chair of its Investment Committee.  He supports Gilda’s Club of Middle Tennessee on its Development committee and as the Membership Chair of the Associate Board. Past service includes the Young Alumni Council of his alma mater, Belmont University. 

           

          • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

              3102 West End Avenue
              Suite 500
              Nashville, TN 37203
              chris.kirk@ubs.com
              Chris Kirk, CFP, CIMA
              3102 West End Avenue,Nashville,TN,37203
            • jong

              Angelina Jong

              Senior Client Associate

              • image
              • image
              • AL
              • AR
              • AZ
              • CA
              • CO
              • DE
              • FL
              • GA
              • IN
              • KY
              • LA
              • MA
              • MI
              • MN
              • MO
              • MS
              • NC
              • NJ
              • NY
              • OH
              • RI
              • SC
              • TN
              • TX
              • VA

              Primary Focus

              - Private banking and client service

              - Simplifying clients’ complex financial lives

              - CPA interface and tax payment processing

               

              Wealth Management Philosophy

              Angelina utilizes a holistic approach to service client needs, and she recognizes that while clients’ financial lives depend on solid numbers, she knowns what is really important are the people and families behind the data. She works to simplify and streamline a client’s life by building strong relationships and delivering impeccable and caring service, two key hallmarks of Angelina’s work. Clients rely on her for seamless, efficient, and confidential management of their financial journey. By entrusting her with that part of their life, they can reclaim precious time and focus on what truly matters in their lives.

               

              Credentials and Education

              Angelina has been in the financial industry since 2005 and holds her Series 7 and 66 licenses. She graduated from San Diego State University with a Bachelor of Science in Business Management in 2004. At her prior financial services firm, she was recognized for 10 consecutive years as a Distinguished Service Professional.

               

              Community Involvement and Interests

              Angelina has participated in the Susan G Komen 3 Day walk to fund Breast Cancer Research. She loves helping and caring for animals, and assisted non-profits Rebuilding Together and Houston Pets Alive, in Houston Texas, with clean up and displaced animals after Hurricane Harvey in 2017.  In recent years, Angelina has dedicated herself to raising funds for local rescue shelters that save, rehabilitate, and rehome animals in need.

                    3102 West End Avenue
                    Suite 500
                    Nashville, TN 37203
                    angelina.jong@ubs.com
                    Angelina Jong
                    3102 West End Avenue,Nashville,TN,37203
                  • pc22

                    Paul Carl III

                    Portfolio Associate

                    • image
                    • image
                    • TN

                    Primary Focus

                    - Alternative investment due diligence and execution

                    - Financial plan buildout and design

                    - Insurance case design, review and recommendations

                     

                    Wealth Management Philosophy

                    Paul’s passion is in helping individuals define their goals and working with clients to develop a custom plan to help achieve them. As the alternative investment lead on the team, he understands that every client situation is unique and requires custom strategies and solutions not always available in the public markets. He partners with other members of the team to listen, build, and create positive financial outcomes for clients.

                     

                    Credentials and Education

                    Prior to joining Family Wealth Advisors in 2022, Paul was a founding member of Alliance Bernstein’s Nashville Private Wealth Management office, creating detailed and custom wealth forecasting analyses for every client situation, and served as team-lead. He has his Series 7 and 66 licenses. Paul graduated from the University of Kentucky in 2017 with a B.A. in Economics.

                     

                    Community Involvement and Interests

                    Paul serves as a Big Brother Mentor for Big Brothers Big Sisters of Middle Tennessee. In his free time, Paul likes to stay active, sing and play guitar, and cheer on his beloved Bengals during football season.

                     

                        • Portfolio Associate
                        3102 West End Avenue
                        Suite 500
                        Nashville, TN 37203
                        paul.carliii@ubs.com
                        Paul Carl III
                        3102 West End Avenue,Nashville,TN,37203
                      • OH 22

                        Olivia Howell

                        Senior Client Associate

                        • image
                        • image
                        • AL
                        • AZ
                        • CA
                        • CO
                        • DE
                        • FL
                        • GA
                        • IN
                        • KY
                        • LA
                        • MA
                        • MI
                        • MN
                        • MO
                        • MS
                        • MT
                        • NC
                        • NJ
                        • NM
                        • NY
                        • OH
                        • RI
                        • SC
                        • TN
                        • TX
                        • VA

                        Primary Focus

                        - Private banking and client service

                        - Curated, proactive approach to making client’s financial lives more efficient and enjoyable 

                        - Client technology troubleshooting

                         

                        Wealth Management Philosophy

                        Olivia believes developing an intentional relationship with a client is the foundation for creating successful financial outcomes. She strives to gain a better insight into clients’ personal perspectives and financial goals with every interaction, and focuses on providing exemplary and personalized service for our clients. She especially enjoys working with multiple generations of our client families as well. Clients and team members recognize her ability to manage the minute details of client service while maintaining a relentless focus on their bigger picture.

                         

                        Credentials and Education

                        Olivia joined the financial industry in 2020, and continues to focus on client service. She holds her Series 7 and 66 licenses, as well as her Tennessee Life and Health Insurance license. Olivia attended Mississippi State University and graduated with a degree in Communications, and a focus in Public Relations.

                         

                        Community Involvement and Interests

                        Olivia has a passion for her community and serving those around her. She is a graduate of Young Leaders Council, served on the Young Professionals Board for Special Olympics TN, volunteers at Vanderbilt Children’s Hospital, and is a member of the Junior League of Nashville.

                              3102 West End Avenue
                              Suite 500
                              Nashville, TN 37203
                              olivia.howell@ubs.com
                              Olivia Howell
                              3102 West End Avenue,Nashville,TN,37203

                            You. Connected.

                            As a UBS Private Wealth Management team, we connect you to firmwide experts, thought leaders and premier resources to address your most important goals.

                            You. Connected.

                            Personalized access and service for our clients

                            Personalized access and service for our clients

                            Our mission is to help advance yours

                            Our mission is to help advance yours

                            Understanding the unique challenges of women and wealth

                            Understanding the unique challenges of women and wealth

                            Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                            We deliver objective, insightful advice to help institutions of virtually every type—mission-based organizations, government agencies and corporations—help preserve and grow their assets. 

                            We will work with you to:

                            • Help you develop an investment policy statement tailored to your organization’s mission.

                            • A planning approach that integrates corporate benefits with personal investment strategies.

                            • Promote communication and provide board/committee education.

                            Our compassionate and solutions-oriented approach helps women understand, plan and ultimately take charge of their financial world. 

                            Our regular “W3: Women—Well, Wealthy & Wise” events are designed to inform and educate while allowing women to benefit from the perspectives of their peers. We help them navigate the financial and legal hurdles they may face professionally when starting a business or new career, or personally during a separation, divorce or loss of a loved one.

                            Navigating your entire business cycle

                            Navigating your entire business cycle

                            Corporate financial planning with an integrated perspective

                            Corporate financial planning with an integrated perspective

                            Personal financial planning for families and institutional services for family offices

                            Personal financial planning for families and institutional services for family offices

                            When growing your business, we provide targeted advice and insights as well as access to the global resources of UBS. When you are ready to transition your business, we offer guidance in three key areas:

                            • Helping you maximize the value of your business
                            • Planning for life after you exit your business
                            • Enjoying your post-transition life, confident we’re on top of all the details

                            We support executives by offering:

                            • Perspective on their complete financial picture, including stock options, 401(k) plans, deferred compensation, retirement planning, education savings (529 plans), pensions and insurance.
                            • A customized financial plan, tailored to your unique personal goals, priorities and financial circumstances.
                            • Access to subject matter experts, UBS intellectual capital and the full breadth of UBS’s global resources.
                            • Ongoing reviews, meetings and education

                            As your personal advocates, we provide you with advice that is tailored to your circumstances and priorities. Over time, we adjust your plan as your circumstances change, so you can embrace your financial future with confidence.

                            Our team can provide:

                            • Institutional offerings from in house and 3rd party providers.
                            • Dialogue with UBS senior leadership to facilitate a demonstrated impact on goals and objectives.

                            • Access to an extensive peer network of global family office contacts.

                            Specialized Insights

                            Getting ready to exit?

                            What business owners need to know now to prepare for a successful sale

                            73% of business owners who recently sold their companies spent two years or less preparing to sell. Yet 81% said they wish they’d spent more time preparing. Gain insights from business owners who recently sold in our latest Investor Watch report, Wind in your sales.

                            See more insights now

                            The proof is in our numbers

                            100+

                            Collective years of experience

                            $750 million

                            Assets under management