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. He has been a member of the Investments & Wealth Institute since 1996. Tim was recognized as a 2021 Forbes/SHOOK Best-In-State Wealth Advisors in Maryland.

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.

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

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 and integrity should never be compromised.

Another early experience that Jason draws upon is his time in baseball, specifically as a pitcher. Jason earned a baseball scholarship to pitch for NCAA Division 1 William & Mary Tribe baseball team. Jason’s experience on the baseball diamond contributes to his belief in the importance of teamwork which he sees as being the ability to work alongside other people in common purpose.

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.
• Recognized as a 2019, 2020, 2021 Forbes/SHOOK Best-In-State Wealth Advisors in Maryland
• 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)

Jason lives in the Town of Vienna, VA with his wife Jennifer, sons Chase, Beckett, Jake, and daughter Chloe.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, 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.

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

Evan Pietras serves as a Financial Advisor for the Hando Adams Group where he is responsible for business development, investment management and multigenerational financial planning for clients. He has been a member of the team since 2015, when he joined as a Client Service Associate following a summer internship at UBS. Evan holds a B.B.A in Finance from James Madison University and is Series 7, 63, 65 and Insurance licensed.

Evan works with clients to help them identify, prepare for and achieve their financial goals—both now and in planning for the future. His commitment to empower others and help them reach their goals has fueled him to grow not only in the financial services industry, but also in his community where he serves as a mentor for local high school and college students at Teamesteem, a nonprofit organization focused on cultivating conscious, aware and globally minded leaders.

Evan grew up in Annapolis, MD and currently lives in Chevy Chase, MD with his fiancé, Jenny and dog, Remy. In his free time, Evan enjoys golfing, skiing and playing basketball. He is also an avid fan of the Baltimore Ravens, Washington Nationals and Washington Capitals.

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

Asia Taylor is a Client Service Associate for the Hando Adams Group at UBS Financial Services. She assists the team with administrative, operational and transactional support and prides herself on providing remarkable client service. Asia is currently in the process of gaining her Series 7 and 66 licenses.

Asia has her B.A. in Human Resources Management and was a teacher at The Goddard School for 6 1/2 years prior to joining UBS.

Outside of the office, Asia enjoys spending time with her amazing 8 year old son and cheering him on at football and baseball games. Asia currently resides in Germantown, MD.