A plan for today, tomorrow and generations to come

Jana Lisle Parham, CFP, CIMA, CPWA, CEPA

Senior Vice President–Wealth Management

Financial Advisor

Jana has been practicing financial planning since 1996, focusing on Women and Business Owners. Her planning process is methodical and thorough, and embraces the unique personality and circumstances of each client, focusing on both present and future. 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—which is her personal measure of success. She is passionate about educating and empowering women and the next generations regarding their finances and helping them use their wealth as a tool for the life they desire for themselves and others. Jana leads a team of seven, four of whom are women.

“Financial planning is at the heart of our value to our clients. Our advice is informed by active listening, collaboration and experience. What matters to you is what matters.”

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

Jana earned the Certified Financial PlannerTM designation in 1999. 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®. 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 Wealth Advisors. 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 (formerly Senior Citizens). 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.

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

Recognized as an industry leader:

  • Forbes America’s Top Women Wealth Advisors, 2018, 2019, 2020, 2021, 2022The 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, 2022The 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 Women Wealth Advisors, 2020, 2021, 2022The 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

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Certified Exit Planning Advisor
  • Private Wealth Advisor

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

Financial planning
Long-term care planning
Philanthropy
Legacy planning
Sustainable investing
Multi-generational families
Women investors
Business Owners
3102 West End Avenue
Suite 500
Nashville, TN 37203
  • (615) 750-8171

Email Me

We focus on your goals and your long-term financial well-being so you can focus on the business you manage so well. As a senior executive, you may face questions of complexity and tax considerations regarding your equity compensation package. From executing stock options to diversifying positions, we strive to simplify the process and help your family gain the most from your awards.

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The unique challenges of women and wealth

The unique challenges of women and wealth

Shaping exceptional family wealth

Long-term care planning

Long-term care planning

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Backed by the strength of UBS

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$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

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