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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Timothy

    Timothy Hando, CIMA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
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    • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        7272 Wisconsin Avenue
        23rd Floor
        Bethesda, MD 20814
      • Jason

        Jason Adams, CFP

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • IN
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MO
        • NC
        • NH
        • NJ
        • NM
        • NY
        • OH
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        • PA
        • RI
        • SC
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        • TN
        • TX
        • UT
        • VA
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        • WI
        • WV

        Having grown up in a family owned business, Jason learned at an early age what drives business owners and entrepreneurs. Following a 30 year career in the airline industry, Jason’s grandfather started a South Jersey based supply company known as M&R Products that grew to over 25 employees. Jason witnessed firsthand the hard work, dedication and motivation it takes to earn trust from employees and customers. Jason earned his first paycheck signed by his late grandfather at the age of 13 and continued working through high school and college for the family business.

        Early Lessons

        The success of the family business didn’t come without early hurdles and doubts including a fire that wiped out the company's manufacturing building and provided an important lesson for Jason. The experience led Jason to firmly believe a discussion regarding risk management (life, business, portfolio and estate) with a focus on protection is the foundation of prudent financial planning for any individual, family or entity. More importantly, Jason learned from his grandfather that trust is earned over time.

        Professional Experience

        • Jason's family business, baseball and CFP® experience provides him a qualified steady hand in guiding trusted relationships through the accumulation, distribution and transfer phases of the financial planning cycle.
        • UBS Financial Services, Inc. Senior Vice President - Wealth Management (2013-Present)
        • Morgan Stanley, First Vice President - Wealth Management (2000-2013)

        Education

        • BA in Economics, College of William & Mary (1999)
        • CERTIFIED FINANCIAL PLANNER™, Boston University/American College (2012)

        Community Involvement and Affiliations

        • UBS "Adopt a School" Financial Literacy Program Sponsor - Vienna Elementary School (VA) and John Eaton Elementary School (DC)
        • Vienna Little League - Board of Directors and Challenger Division Vice President
        • Vienna Little League - Manager and Coach
        • Northeast Vienna Citizens Association
        • Westwood Country Club (Vienna, VA)
        • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
        • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            7272 Wisconsin Avenue
            23rd Floor
            Bethesda, MD 20814
          • David

            David Atkinson

            Team Administrator

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            • AR
            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • IL
            • IN
            • LA
            • MA
            • MD
            • ME
            • MI
            • MO
            • NC
            • NH
            • NJ
            • NM
            • NY
            • OH
            • OR
            • PA
            • RI
            • SC
            • SD
            • TX
            • UT
            • VA
            • WA
            • WI
            • WV

            Dave Atkinson is a partner of The Hando Adams Group at UBS Financial Services, Inc. He is an integral member of the team who focuses on relationship management as well as portfolio implementation, trading, and re-balancing.

            Dave earned his B.S. in business administration in 2000 and his M.B.A. in 2002 from the Florida Institute of Technology. He was a scholarship athlete on the Florida Tech Men's Soccer Team.

            Outside of work, Dave is very active in coaching soccer throughout the Northern Virginia area. He has helped many high school athletes secure scholarships and roster spots at various Division I, II, and III soccer programs.

            Dave, his wife, Amy and their two sons live in Vienna, VA.

                  7272 Wisconsin Avenue
                  23rd Floor
                  Bethesda, MD 20814
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                  Tamisha Reid

                  Client Associate

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                    Tamisha Reid has joined UBS and the Hando-Adams group as a Client Associate. 

                     

                    Tamisha attended the University of Maryland and studied, Early Childhood Education. Prior to joining UBS Tamisha was a preschool teacher at the Goddard School and a Financial bookkeeper to a sole proprietorship. 

                     

                    In Tamisha's spare time, she enjoys Painting, watching football and spending quality time with her husband and 2 children. 

                          7272 Wisconsin Avenue
                          23rd Floor
                          Bethesda, MD 20814

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                        Legacy—Wealth for others

                        For needs that go beyond your own—to help you improve the lives of others

                        What will your legacy be?
                        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                        Learn more at ubs.com/wealthway.

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