Jana Lisle Parham, Lisle Parham Wealth Management – UBS Private Wealth (Time Well Spent with Julie Hullett, Episode 7)
Jana Lisle Parham, a Certified Financial Planner with Lisle Parham Wealth Management, joined the show to chat with Julie Hullett. She and Julie talked about how she got into wealth management, her love of popcorn, optimism, travel, and much more.
After their conversation, Julie shared a quick tip about making plans now for the holiday season.
Time Well Spent with Julie Hullett is presented by Julie Hullett Concierge, LLC and produced by the North Fulton studio of Business RadioX®.
Lisle Parham Wealth Management – UBS Private Wealth
Lisle Parham Wealth Management (LPWM) is a financial planning team in Private Wealth at UBS, working with clients with significant wealth who seek a long-term relationship where LPWM is at the center of coordinating with other professionals of the client, such as attorneys, CPAs.
Jana believes true wealth planning is a long-term relationship with client families, encompassing all aspects of life, both present & future. While her planning process is thorough & methodical, it also embraces the unique personality & 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, & helping them achieve financial plans that support what gives them purpose is what Jana is passionate about.
Jana Lisle Parham, CFP®, CIMA®, CPWA®, CEPA, Senior Vice President–Wealth Management, Lisle Parham Wealth Management – UBS Private Wealth
Jana founded LPWM 26 years ago as a second career. She has been a CFP since 1999 and has built a loyal ultra-high net worth client following through fiduciary planning, as opposed to transaction investment-only planning. Her team is multi-generational and has been between 50-100% female since its inception. She loves to educate and present possibilities rather than providing advice simply because ‘that’s what most clients do”. She loves her clients, team, and family – blessed!
About Time Well Spent
Time Well Spent with Julie Hullett features stories from busy professionals who have created more time to do what they love. Every other week, your host and personal concierge Julie Hullett speaks with entrepreneurs, community leaders, and influencers to answer the question: What would you do if you had more time?
The show is produced by the North Fulton studio of Business RadioX® and can be found on all the major podcast apps. The complete show archive is here.
Julie Hullett, Host of Time Well Spent with Julie Hullett
Julie Hullett is the host of Time Well Spent with Julie Hullett.
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