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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
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.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
