Thoughtful advice one family at a time

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Parham | Deidiker Family Wealth Advisors

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.

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Jana Lisle Parham, CFP, CIMA, CPWA, CEPA

Managing Director–Wealth Management

Private Wealth Advisor

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MI
  • MN
  • MS
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WY

Recognized as an industry leader:

  • 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 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 Management Teams, 2023, 2024, 2025The 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, 2024, 2025The 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.

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

  • B.A. Communications, University of Arkansas

Credentials

  • Private Wealth Advisor
  • CERTIFIED FINANCIAL PLANNER®
  • Certified Investment Management Analyst®
  • Certified Exit Planning Advisor
  • Private Wealth Advisor
  • Chartered Special Needs Consultant

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Long-term care planning
Philanthropy
Legacy planning
Multi-generational families
Women investors
Business Owners
Estate planning strategies
3102 West End Avenue
Suite 500
Nashville, TN 37203

Email Me

“Financial planning is at the heart of our value to our clients. We are insistent that we take the time with a client to design a plan that is suited to their unique financial life and personal objectives, and will adapt with them over years and generations."

- Jana Lisle Parham, CFP®, CIMA®, CPWA®, CEPA®
   Managing Director, Private Wealth Advisor

One relationship. All of Private Wealth Management.

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Navigating opportunities across your enterprise

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Creating a legacy for your family’s future

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Planning for a changing tax landscape

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$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

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