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$3.6 trillion
In invested assets globally UBS financial reporting year-end results 2019
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
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.
Education
Credentials
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.
Education
Credentials
Understanding your life, your wealth and what you want to accomplish.
We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.
Let's talk about how we can help you plan for the life you want
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.
$3.6 trillion
In invested assets globally UBS financial reporting year-end results 2019
51 countries
Our global footprint
Largest
UBS is the world's largest wealth manager1
1Scorpio Partnership’s “Global Private Banking Benchmark 2018” rank of global wealth managers by assets under management.
