Insight-based advice

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Timothy J. Hando is a Senior Vice President at UBS Financial Services, Inc. and is a leading partner of The Hando Adams Group. Tim works with high net worth families—oftentimes with multiple generations—and institutions in developing, implementing and monitoring  customized investment strategies. His wealth management focus includes strategic and tactical asset allocation, money manager selection and evaluation and brokerage transactions.  He also leads the group in portfolio construction and in providing customized retirement plan solutions for sole proprietors, businesses and non-profits.

Tim began his career in the financial industry with Dean Witter Reynolds in 1991. He received his Certified Investment Management AnalystSM (CIMA®) designation from the Investment Management Consultants Association and the Wharton School of the University of Pennsylvania in 1996.

In 1989 Tim earned an M.A. in international affairs from The George Washington University School where he was awarded a Wolcott Fellowship for graduate studies. He graduated Magna Cum Laude with a B.A. in international relations from Carroll University in 1986. Through a combination of Carroll scholarships and income earned working for the Milwaukee Brewers and at the Wisconsin State Fair, Tim put himself through college.

Tim served as a member of the Board of Trustees and the Investment Committee at Carroll University from 2008-2017. He is also a member of Bethesda Country Club.

Tim, his wife, Greta, and their children, Lauren, Annika and Matthew, live in Bethesda, Maryland.

• 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.

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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.

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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.

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.