Together We can create a plan for the future you want

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

Senior Vice President - Wealth Management
Certified Exit Planning Advisor (CEPA®)
Wealth Advisor

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3102 West End Avenue
Suite 500
Nashville, TN 37203

It starts with questions and a conversation about what you want to accomplish. Next, we can help you organize your financial life into 3 key strategies across your lifetime.

To help provide cash flow for short-term expenses

How do you get a clearer idea of what you need, no matter what the markets are doing? A Liquidity strategy can help. It’s designed to help you balance short-term needs with long-term goals.

  • Entertainment and travel
  • Taxes
  • Purchasing a home

For longer-term needs

Want to boost your confidence in having the retirement you want? A Longevity strategy can help. It’s deigned to put you in position for a retirement that could last decades.

  • Retirement
  • Healthcare and long-term care expenses
  • Second home

For needs that go beyond your own

Looking to make a real difference for your family and the causes you care about? A Legacy strategy can help. Through strategic planning and tax-efficient gifting, it can help you make the maximum impact now and for future generations.

  • Giving to family
  • Philanthropy
  • Wealth transfer over generations

Then, we can identify solutions to support the 3 strategies and deliver: Advice. Beyond investing.


Euromoney names UBS World's best bank for wealth management

"World's best bank for wealth management"

Creating a lasting and positive impact

Creating a lasting and positive impact