Parham | Deidiker Family Wealth Advisors - Nashville, TN

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

Start the conversation

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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

When looking to the future, make sure you like what you see
For every client we work with, our process starts with a plan. Our advice is based on a clearly defined planning process that is designed to keep pace with your changing perspective on wealth, your family’s lifestyle and your financial priorities.

A comprehensive financial plan. We help you see how all aspects of your financial life are interrelated and how each decision can affect your entire wealth picture. Because of our in-depth knowledge of clients’ financial lives, we help with everything from managing current cash flow to planning for and educating future generations.

Proactive strategies. Our goal is to create actionable strategies to help you move toward your objectives whether through investments, structuring wealth transfers, streamlining your cash and debt management, strategizing with you on a business or real estate sale or purchase, or helping you manage your tax estate and legacy objectives.

Stewards of multigenerational wealth. By focusing specifically on strategies for preserving multigenerational wealth, we can help address the complexities of your family’s financial situation. Our team will work with you and family members to provide education on estate planning and philanthropy that builds a solid plan for the next generation.

Industry designations
Jana Lisle Parham and Nick Deidiker are Certified Financial Planner™ professionals. Jana is a Certified Private Wealth Advisor. They have met rigorous requirements to obtain these certifications and provide a depth of planning acumen that can help enrich our clients’ personal and professional lives.

Customized investment management

Your investment strategy is grounded by a carefully crafted financial plan
Through our disciplined discovery process, we’ll match your goals and objectives with a highly personalized investment strategy. We offer timely perspectives and a customized, fully-integrated suite of financial solutions designed to address your specific goals and tax situation, and to work with your existing portfolio.

You come first. Our team takes oversight and transparency very seriously. While it’s important for us to help you grow and preserve your wealth, it’s just as important to understand how your responsibilities and risk are evolving. We look at how events in your life unfold so we understand how your real-world concerns can affect your investment strategy.

Prudent asset allocation and risk management. Through our comprehensive due diligence and planning process, we can determine your family’s goals and tolerance for risk. This allows us to craft an asset allocation that seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.

Customized portfolio management. We can provide a variety of strategies that enable us to build portfolios that help match your objectives and risk preferences. Ongoing monitoring and review of your portfolio helps us track your investments against all benchmarks.

The power of analysis
Jana Lisle Parham and Chris Kirk are Certified Investment Management Analyst (CIMA^®) professionals. They have completed stringent educational components designed specifically to distinguish themselves.

^{The Portfolio Management Program (PMP) is a wrap-fee advisory program in which our Financial Advisors manage client accounts on a discretionary basis. PMP is designed for clients who (i) want to delegate portfolio management discretion to their Financial Advisor; (ii) are looking to implement a medium- to long-term investment plan; and (iii) prefer the consistency of fee-based pricing.}

^{PMP is not appropriate for clients who: (i) want to maintain trading control over their account; (ii) seek a short-term investment; (iii) want to maintain consistently high levels of cash or money market funds, or invest primarily in no-load mutual funds; (iv) want to maintain highly concentrated positions that will not be sold regardless of market conditions; or (v) who anticipate significant withdrawals from the account.}

Personalized service

Developing the kind of trust that builds long-lasting relationships
Our team’s high-touch service model can help organize and manage all aspects of your financial world. Our mission is to develop the kind of trust and efficiency that simplifies your financial life, allows you to dedicate more of your time to what matters most to you and builds long-lasting relationships.

Attention with a personal touch. Our entire team is highly accessible, offering consistent communication, personal touch points and ongoing reviews. We schedule regular meetings monthly, quarterly, semiannually or annually depending on what works best for you and keeps us on track to meeting your goals and objectives.

Your network of professionals. We have built strong relationships with a wide array of experts, both inside and outside of UBS. In addition, we will work closely with your team of accountants and estate attorneys, leading the effort to develop one integrated approach.

An intimate practice within a global leader. Our team draws upon the heritage of UBS AG, one of the world’s leading wealth management firms built on a 150-year tradition of serving some of today’s wealthiest individuals and families. This dynamic worldwide presence provides us with extensive reach and the distinct advantage of the firm’s global perspective, insights and resources.

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

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
Nicholas Alan "Nick" Deidiker, CFP, CSRIC, EFC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
Chris Kirk, CFP, CIMA

Senior Wealth Strategy Associate
View bio Industry recognition
- 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
Angelina Jong

Senior Client Associate
View bio
- 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
Paul Carl III

Portfolio Associate
View bio
- 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
Olivia Howell

Senior Client Associate
View bio
- 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

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

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
Nicholas Alan "Nick" Deidiker, CFP, CSRIC, EFC

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- 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
Chris Kirk, CFP, CIMA

Senior Wealth Strategy Associate
View bio Industry recognition
- 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
Angelina Jong

Senior Client Associate
View bio
- 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
Paul Carl III

Portfolio Associate
View bio
- 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
Olivia Howell

Senior Client Associate
View bio
- 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.

Personalized access and service for our clients

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.

Our mission is to help advance yours

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.

Understanding the unique challenges of women and wealth

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.

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.

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.

Navigating your entire business cycle

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

Corporate financial planning with an integrated perspective

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

Personal financial planning for families and institutional services for family offices

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.

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

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

Charitable Giving: Rules of the Road

An overview of philanthropic strategies and their impact to help you evaluate different options.

Read report

Share it well

Discussing and dividing wealth across generations

Even though high net worth investors have made strides over the last eight years with estate planning, they worry about the financial and familial discord that can accompany wealth transfer.

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

Experience. Education. Empathy.

Managing wealth is our craft

Request your report

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Private Wealth Management

A structured approach to wealth planning

Customized investment management

Personalized service

Pursuing your goals together

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

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

Chris Kirk, CFP, CIMA

Angelina Jong

Paul Carl III

Olivia Howell

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

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

Chris Kirk, CFP, CIMA

Angelina Jong

Paul Carl III

Olivia Howell

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Education

Credentials

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Education

Credentials

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You. Connected.

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

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

Specialized Insights

Charitable Giving: Rules of the Road

Share it well

Request your report

Thank you! Your request has been submitted.

Getting ready to exit?

Thank you for your interest.Please complete the form below:

Thank you! Your request has been submitted.

The proof is in our numbers

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