Jana  Lisle Parham,  CFP<sup>&reg;</sup> - Financial Advisor

Jana Lisle Parham, CFP®

CIMA CPWA CEPA

Senior Vice President-Wealth Management

UBS Financial Services, Inc

3102 West End Ave, Ste 500
Nashville, TN 37203
(615) 750-8171

General

Jana Lisle Parham is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at UBS Financial Services, Inc in Nashville, TN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - CPWA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources