Let's move forward. Together.

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

Following graduation with Honors in Economics from Stanford University, Bill Vasconcellos earned a J.D. degree* from the University of California School of Law (Boalt Hall) and then served as a law clerk for the Idaho Supreme Court. Bill practiced law with a Boise law firm prior to becoming a financial advisor in 1989. Bill has earned the highly regarded designation of Certified Investment Management Analyst (CIMA®). Bill and Investment Associate Ginger Kirk focus on providing clients with access to some of the world's most prestigious separate account managers, including muni bond managers.

*Neither UBS Financial Services Inc. nor any of its employees provide legal or tax advice. You should consult with your personal legal or tax advisor regarding your personal circumstances.

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

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

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

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

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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