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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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