$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Jana Lisle Parham has practiced financial planning for 30 years, focusing on Business Owners & Women. She and her business partner, Nick Deidiker, lead Parham Deidiker Family Wealth Advisors, a seven person UBS Private Wealth team offering comprehensive planning and family office services. Her planning process is methodical, thorough, and embraces the unique personality and circumstances of each client. By uncovering that next layer of what is relevant to clients, she helps them craft and achieve financial plans that support what gives them purpose. She is passionate about educating and empowering women and the next generations and helping them use their wealth as a tool for the life they desire for themselves and others.
Jana earned the Certified Financial PlannerTM designation in 1999. She studied at the Booth School of Business at the University of Chicago to earn her Certified Private Wealth Advisor® and Certified Exit Planning Advisor® designations, and holds her CIMA®. She has built a reputation as a highly experienced planner for high-net-worth families. Jana is one of a select group of UBS employees recognized as a Private Wealth Advisor. She has served as Co-Chair of the FA Advisory Council, a group of 15 UBS Financial Advisors throughout the U.S. Jana graduated Phi Beta Kappa as a Senior Scholar from the University of Arkansas in 1984.
Jana’s passion around aging issues led her to serve on the board of Fifty Forward. She served as president of the Fifty Forward Endowment and Breakfast Club of Nashville, on the Nashville Public Television Board,and is the current President of the Estate Planning Council of Middle TN. She enjoys practicing and teaching yoga in her spare time.
Managing Director–Wealth Management
Private Wealth Advisor
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Global leader
UBS is a leading and truly global wealth manager
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022