A plan for today, tomorrow and generations to come

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 Planner^TM 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.