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William L. Vasconcellos, CIMA CRPC

Senior Vice President–Wealth Management

Financial Advisor

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

Recognized as an industry leader:

  • 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

  • UC Berkeley School of Law (Boalt Hall), J.D
  • Stanford University, B.A. Economics

Credentials

  • Certified Investment Management Analyst®
  • Chartered Retirement Planning Counselor
1161 West River Street
Suite 340
Boise, ID 83702

Email Me

william.vasconcellos@ubs.com
William L. Vasconcellos, CIMA CRPC
1161 West River Street,Boise,ID,83702

Michael Spiedel, CRPC

Market Director

Registered States:
  • AK
  • AR
  • 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

Recognized as an industry leader:

  • 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

  • Northwest Nazarene University, M.B.A.

Credentials

  • Chartered Retirement Planning Counselor
1161 West River Street
Suite 340
Boise, ID 83702

Email Me

michael.spiedel@ubs.com
Michael Spiedel, CRPC
1161 West River Street,Boise,ID,83702