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$7 trn
UBS Group invested assets
As of 12/31/2025
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Financial Advisor
Bill Vasconcellos is a Senior Vice President of Wealth Management at UBS Financial Services Inc. in Boise, having joined UBS in 2009. Bill is also a Chartered Retirement Planning Counselor (CRPC) and holds the Certified Investment Management Analyst (CIMA) designation, which reflects his expertise in analyzing and evaluating investment managers.
Prior to joining UBS, Bill was an advisor with Merrill Lynch in Boise for 20 years. Before that, he practiced law with the Eberle Berlin law firm in Boise, after having served as a law clerk for the Idaho Supreme Court, which originally brought Bill and his wife, Jena, to Idaho. Bill holds a B.A. in economics from Stanford University as well as a J.D. from the University of California at Berkeley School of Law (Boalt Hall).
Bill and Jena reside in Boise, ID. They enjoy skiing in Sun Valley and spending time with their children and grandchildren.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Bill Vasconcellos is a Senior Vice President of Wealth Management at UBS Financial Services Inc. in Boise, having joined UBS in 2009. Bill is also a Chartered Retirement Planning Counselor (CRPC) and holds the Certified Investment Management Analyst (CIMA) designation, which reflects his expertise in analyzing and evaluating investment managers.
Prior to joining UBS, Bill was an advisor with Merrill Lynch in Boise for 20 years. Before that, he practiced law with the Eberle Berlin law firm in Boise, after having served as a law clerk for the Idaho Supreme Court, which originally brought Bill and his wife, Jena, to Idaho. Bill holds a B.A. in economics from Stanford University as well as a J.D. from the University of California at Berkeley School of Law (Boalt Hall).
Bill and Jena reside in Boise, ID. They enjoy skiing in Sun Valley and spending time with their children and grandchildren.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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