Primary Focus

– In-depth financial planning, emphasizing tax management

– Multigenerational family office expertise

– Serving in a comprehensive leadership role for the client family in regards to other professionals, such as CPAs, attorneys, and trust officers

– Marshalling team focus and internal/external resources on behalf of the client

Wealth management philosophy

Jana believes true wealth planning is a long-term relationship with client families, encompassing all aspects of life, both present and future. While her planning process is thorough and methodical, it also embraces the unique personality and concerns of each client. Addressing the obvious is merely scratching the surface of what ongoing planning can deliver. Uncovering that next layer of what is relevant to clients, and helping them achieve financial plans that support what gives them purpose is what Jana is passionate about.

Credentials and education

As founder of Lisle Parham Wealth Management, Jana has spent her entire financial career as a financial planner to individuals and families. She earned her Certified Financial Planner™ (CFP®) designation in 1999. Jana studied at the University of Chicago Booth School of Business while earning her Certified Private Wealth Advisor® (CPWA®) and Certified Exit Planning Advisor designations, and also holds her CIMA®. She has built a reputation among peers as a highly experienced planner for high net worth families, offering her clients sincere, time-tested financial guidance. Jana is one of a select group of UBS employees recognized as a Wealth Advisor. In 2016/2017, she served as Co-Chair of the Financial Advisor Advisory Council (FAAC), a group of 15 Financial Advisors throughout the U.S. Jana graduated Phi Beta Kappa as a Senior Scholar from the University of Arkansas in 1984.

Community involvement

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. She serves on Nashville Public Television’s board, the board of the Middle Tennessee Estate Planning Council and on the diversity and inclusion committee for the Nashville Entrepreneur Center.

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

Primary Focus

– Multigenerational Estate Planning & Family Office Services

– Individual & Corporate Financial planning

– Investment & Tax Management

– Endowments, Foundations, & Non-profits

– Business development

Wealth management philosophy

Nick holds that truly successful wealth management can only be achieved though comprehensive financial planning relationships which seek to solve the complex estate, financial, risk, and tax challenges faced by our clients, their families, and their businesses. His collaborative and consultative process enables our team to determine the most appropriate strategy for each client's particular circumstances, and it culminates in the development and implementation of the ideal plan that best meets the needs and expectations of our clients.

Credentials and education

Nick is a Certified Financial PlannerTM (CFP®) and a licensed member of the Tennessee Bar. He specializes in estate and philanthropic planning, as well as educating and engaging future generations within client families. A Vanderbilt graduate and avid 'Dores fan, he has degrees in anthropology and political science and later received his Juris Doctor from the University of Memphis' Cecil C. Humphreys School of Law. Nick is one of a select number of UBS advisors across the firm who is authorized to work as an Endowment & Foundation Consultant.

Community involvement

Nick is active in a number of local non-profits; he is a graduate of the Young Leaders Council, volunteers for Junior Achievement and Habitat for Humanity, serves as chair of the Associate Board and is a member of the Board of Directors of The Nashville Symphony, and is an active member of the Estate Planning Council of Middle Tennessee and the Phoenix Club of Nashville.

He and his wife, Connie, live in Green Hills and outside of the office you can find them around town exploring Nashville's incredible food, music, and outdoor experiences.

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

Primary Focus

– Protecting clients’ assets and time through simplifying and streamlining their day-to-day financial transactions

– Providing an initial point of client contact for all things financial

– Private banking, mortgage services and lines of credit

– Proactive client contact

Wealth management philosophy

Melissa understands that life is complicated enough. Her mission is to provide confidence to our clients that we understand and will execute on their wishes with minimal interruption to their daily lives. Developing a personal relationship with clients is an important part of assisting them in their financial interactions, including daily banking, lines of credit, wire transfers, tax reporting, etc., accurately, efficiently and securely. Melissa collaborates with, and is an advocate for, each client in a way uniquely suited to them.

Credentials and education

Melissa began working in the financial services industry in 1982. She has served in multiple capacities and holds her Series 7 (financial advisor), 9/10 (branch manager), and 24 (securities principal) securities licenses as well as Tennessee insurance licenses. Her passion is client service. Her dedication and commitment to her team and clients led her to earn the designation of Wealth Management Associate in 2015. Melissa graduated from Tennessee Technological University with a B.S. in business management.

Community involvement

Melissa is an active member of Belmont United Methodist church and she has participated in Team in Training events for The Leukemia & Lymphoma Society.

Registered States:
TN, TX

Primary Focus

– Due diligence, research and analysis

– Developing and implementing asset allocation and investment plans

– Insurance case design, review and recommendation

– Technology troubleshooting for clients

Wealth management philosophy

Chris knows the best advice comes from an extremely deep dive into every aspect of a client’s financial plan. Careful analysis and attention to detail inform his every action, from asset allocation to portfolio analysis to life and long-term care insurance policy design. Examining the very minute details of the plan is a critical step in properly analyzing and creating an actionable path for the client. Chris measures his success by accurate and timely execution of the work he does.

Credentials and education

Chris harbors a lifelong love for analytics and strategy. While interning at UBS during college, he realized he had found his career path. Today, his analytical skills are utilized as the Senior Wealth Strategy Associate for the team. Chris holds his Series 7 and 66 securities licenses as well as the Tennessee life, health and accident insurance license. Chris studied at The Wharton School of the University of Pennsylvania while earning his CIMA® designation and is constantly pursuing the next level of credentialing, as he believes that continuing to learn is the way to become even more relevant and valuable to our clients. Chris graduated from Belmont University with a Bachelor of Science in mathematics in 2008.

Community involvement

Chris serves on the board of the FiftyForward Endowment, and is the Chair of the Investment Committee.  He has served on the Belmont University Young Alumni Council and is a member of the Gallatin Masonic Lodge.  He enjoys time with his family and raising money for children and families benefiting from St. Jude Children's Research Hospital.

Registered States:
AR, AZ, CT, FL, KY, LA, MA, MN, NV, PA, TN, TX, VT

Primary Focus

– Actively managing fund movements to ensure swift client request execution

– Providing an initial point of client contact for all things financial

– Research and development of investment objectives

– Proactive client contact and service

Wealth Management Philosophy

Chris recognizes that finances are a delicate, intrinsic part of our lives. Financial health can be difficult to talk about, and overwhelming source of anxiety. That’s where Chris comes in. Chris actively manages client relationships to ensure that all requests are taken care of quickly and efficiently. He takes the time to slow life down a bit to talk to our clients and ensure that we cover every detail of every aspect we need to deliver proper service. Chris also is part of the team’s investment committee, researching and performing due diligence for portfolios.

Credentials and Education

Before joining our team, Chris worked as a Cash and Liquidity Management Analyst in the Investment Bank at UBS. There he managed the risk and fluidity of billions of dollars flowing throughout the daily activities inside of the investment bank. Chris graduated from Lipscomb University in 2018, and went on to receive his MBA from Lipscomb in 2019. Chris was also a Division 1 athlete for Lipscomb University.

Registered States:
TN

Primary Focus

– Team project administration

– Proactive client outreach and account maintenance

– Educational event planning for clients and general public

– Marketing and creative material development

Wealth management philosophy

Lauren believes that there is no better time than now to discuss one’s holistic financial picture, and plan for the future; whether it be a week or 10 years. Her goal is to facilitate team projects and internal organization such that the team can further refine their focus on each client’s complex needs. By streamlining day to day processes to focus on efficient, valuable outcomes, protecting the time of clients and colleagues becomes the true focal point for her position on the team. Marketing and event organization plays a key role in offering the team’s capabilities to an audience of those seeking thorough and personalized wealth management services.

Credentials and education

Lauren’s has held numerous positions in client service since 2012, as well as internship opportunities in the entertainment industry and non-profit sector. Her diverse experience has allowed her develop a range of skills essential for the fast-paced nature of financial services. She graduated from Belmont University with a Bachelor of Arts in 2018 with focuses in film and mathematics. She is currently working towards her Series 7 designation, while taking advantage of learning opportunities from UBS thought leadership.

Community Involvement

Lauren enjoys supporting community organizations including Poverty and the Arts, along with local and domestic organizations in the fight against breast cancer, in memory of her grandfather. She has also assisted in ecosystem cleanups and fundraising events for the Tennessee Environmental Council.