Let's move forward. Together.

Father and teenage son sitting on couch laughing

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.

Plans

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.

  • William L. Vasconcellos Photo

    William L. Vasconcellos, CIMA CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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    Bill received a BA in economics from Stanford University, and then received a Juris Doctor from the University of California at Berkeley School of Law. He went on to clerk for the Idaho Supreme Court for two years, and then practiced law for about 10 years as an attorney and partner at the Eberle & Berlin Law Firm. He then decided to pursue his true passion, which is investments, and joined Merrill Lynch as a financial advisor. He was at Merrill Lynch for 20 years, and has been at UBS for the past 11 years. He is also a Chartered Retirement Planning Counselor (CRPC), and additionally holds the Certified Investment Management Analyst (CIMA) designation which reflects his expertise in analyzing and evaluating investment managers.

    • 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.

      • Certified Investment Management Analyst®
      • Chartered Retirement Planning Counselor℠
      1161 West River Street
      Suite 340
      Boise, ID 83702
    • Michael Spiedel Photo

      Michael Spiedel, CRPC

      Director

      Market Director

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      Michael serves as the branch manager of the UBS offices in Boise and Sun Valley, Idaho in addition to being a Financial Advisor for Vasconcellos Spiedel Wealth Management. Prior to his current role he held various operational, administrative and compliance management positions for nearly 20 UBS offices across the western United States. He started his career as a financial advisor with Merrill Lynch in 2004 and has been with UBS since 2009. He holds a BA in international economics and Spanish literature from Pacific Lutheran University and an MBA from Northwest Nazarene University. He has also earned the Chartered Retirement Planning Counselor (CRPC) designation.

      • 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.

        • Chartered Retirement Planning Counselor℠
        1161 West River Street
        Suite 340
        Boise, ID 83702
      • Kevin

        Kevin Wang

        Senior Vice President–Wealth Management

        Financial Advisor

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        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
        • Forbes Best-in-State Wealth Advisors, 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.

            1161 West River Street
            Suite 340
            Boise, ID 83702
          • Nick

            Nicholas Harris

            Senior Vice President–Wealth Management

            Financial Advisor

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            • 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.

                1161 West River Street
                Suite 340
                Boise, ID 83702
              • Adam

                Adam Olivas

                Financial Advisor Associate

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                • 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.

                    1161 West River Street
                    Suite 340
                    Boise, ID 83702
                  • Russell

                    Russell J. Cory Jr., CEPA

                    Senior Vice President–Wealth Management

                    Financial Advisor

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                          6900 South McCarran Boulevard
                          Suite 1020
                          Reno, NV 89509
                        • Kris - Feb. 2023

                          Kristina Owsley

                          Team Administrator

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                          Finances are deeply personal. And after three decades in the financial services industry, Kris knows how important forming a connection with the team handling your financial planning can be.  That's why she loves cultivating relationships with clients so they have the best experience possible.

                          It takes a team to succeed and -- working with Vasconcellos Spiedel Wealth Management -- her role is to make sure clients are taken care of to the highest degree.  She personally ensures your needs are met with excellence and care -- whether that is opening or maintaining accounts, transferring funds, or exploring securities-backed lending solutions.

                          Kris has lived in Boise since 1987 and loves spending time with family and friends.  When she is not reading anything she can get her hands on, you can find Kris working in her garden.

                          Certificates

                          Series 7, 63 and 65 Licenses

                                1161 West River Street
                                Suite 340
                                Boise, ID 83702
                              • Danielle - Feb. 2023

                                Danielle Morriss

                                Senior Wealth Strategy Associate

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                                Danielle Morriss joined UBS as a Senior Wealth Strategy Associate. Prior to UBS, Danielle acquired over 10 years of experience in operations, portfolio analysis and performance reporting. For 4 years she held the role of Financial Planning Director for two separate Registered Investment Advisory firms in Idaho and Utah. Danielle loves solving a daunting problem and building a good spreadsheet. She enjoys helping clients increase their knowledge about their wealth. Danielle’s previous experience servicing wealthy families, individuals and business owners allows her to dive deep into complex problems and develop strategies to overcome them in a holistic financial plan. Danielle is a team-player who enjoys collaboration, a strategy session and a well-earned team win. She embodies an ambitious ‘divide and conquer’ attitude. Plus, she’s got great shoes.

                                Danielle grew up in California and Texas and was recruited to play volleyball at a small university in Virginia where she graduated early with a Bachelor’s degree in History. She stills plays recreational volleyball as often as she can! She’s been travelling the globe since high school, has traveled to over 15 countries, 45 states and still has a long list of places she’d like to visit. When she is not playing volleyball 3 times a week, she enjoys reading history books and plans frequent outdoor activities with her family including hiking, splash pads and paddle boards. Danielle and her husband reside in Boise with their two sons.

                                      1161 West River Street
                                      Suite 340
                                      Boise, ID 83702
                                    • Kirsten - Feb. 2023

                                      Kirsten Jensen

                                      Client Associate

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                                        Kirsten is thrilled to join UBS as a Client Associate. She holds a BFA in Contemporary Dance Performance from the Boston Conservatory (2017). Following completion of her degree, she returned home to Boise, ID and began working for a local registered investment advisor. She found a new fascination in financial services and is studying to earn her CFP (Certified Financial Planner) designation. In her spare time, you can find her teaching barre classes, hiking, reading, or haunting local coffeeshops with friends and family.

                                              1161 West River Street
                                              Suite 340
                                              Boise, ID 83702
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                                              Cade Truscott

                                              Intern

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                                                      1161 West River Street
                                                      Suite 340
                                                      Boise, ID 83702

                                                    Are markets going "Back to the Future"?

                                                    Debt ceiling and inflation

                                                    Tree

                                                    Exceptional financial strength and stability

                                                    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.

                                                    Backed by the strength of UBS

                                                    A global leader in wealth management

                                                    $3.9 trillion

                                                    In invested assets globally 
                                                    As of 12/31/2022

                                                    51 countries

                                                    Our global footprint

                                                    Global leader

                                                    UBS is a world-leading wealth manager