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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.

Windmill

William Vasconcellos

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.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • KS
  • MD
  • MN
  • MT
  • NE
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

  • 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.

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

  • BA in Economics, Stanford University
  • Juris Doctor, University of California at Berkeley School of Law (Boalt Hall)

Credentials

  • Certified Investment Management Analyst®
  • Chartered Retirement Planning Counselor
1161 West River Street
Suite 340
Boise, ID 83702
  • (208) 947-2006

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A leading global wealth manager

UBS Year Ahead 2025

Roaring 20s: The next stage

Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

Read the report

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As of 06/30/2024

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