Insight-based advice

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Tim Hando is a Senior Vice President at UBS Financial Services, Inc. and a leading partner of the Hando Adams Group. He works with high-net-worth families—oftentimes with multiple generations—in developing, implementing and monitoring investment strategies. His wealth management focus includes strategic and tactical asset allocation and money manager selection. He also leads the group in customized fixed income portfolio management.

Tim received his Certified Investment Management Analyst (CIMA®) designation from the Investment Management Consultants Association and the Wharton School of the University of Pennsylvania in 1996. He began his career in the financial industry in 1991 with Dean Witter Reynolds, which eventually became Morgan Stanley. He continued his career at Morgan Stanley as a Senior Vice President until he and his team came to UBS in February 2013.

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 lives with his wife, Greta, and their children, Lauren, Annika, and Matthew, in Bethesda, Maryland. He is an avid golfer and active member of Bethesda Country Club, and enjoys European travel, languages, reading, and following the Green Bay Packers.

• Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023, 2024The 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, 2023, 2024The 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, 2023, 2024The 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, 2023, 2024The 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.
• UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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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. He also works with clients on sophisticated option trading strategies.

Dave earned his B.S. in Business Administration in 2000 and his M.B.A. in 2002 from the Florida Institute of Technology, where was a scholarship athlete on the Florida Tech Men's Soccer Team. Dave worked as a Registered Client Services Associate at Morgan Stanley from 2002 to 2013 before joining UBS.

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.

• Team Business Manager

Tamisha Reid joined UBS and the Hando-Adams group as a Client Associate. She is an integral member of the team who focuses on relationship management as well as client-based needs. 

Tamisha graduated from the University of Maryland with a BA in 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 two children.

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Max joined UBS Financial Services Inc. and the Hando Adams Group in July 2023 as a Registered Client Services Associate. He focuses on portfolio trading and financial goal analysis as well as assisting with administrative- and client service-related matters.

Max graduated Towson University in 2018 with a Bachelor of Science in Economics and Finance. During his time in college, he started in the financial services industry as an intern with T. Rowe Price. After college, Max worked as an Operations and Client Services Specialist at Heritage Investors Management Corporation (2018-2020). Before coming to UBS, He gained experience as a Registered Client Services Associate with Cassaday & Company (2020-2023). 

Max currently lives in Washington, DC. and enjoys reading, biking, skiing and spending time with his family and friends.